See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,640 | $209,411-88.2% | $178,490-86.2% | $158,922-84.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 24.52% | 188.75%-164.2pp | 151.07%-126.6pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,979 | $5,706-65.3% | $5,011-60.5% | $4,761-58.4% |
| Participant deferral / active EE | $3,488 | $5,954-41.4% | $5,202-32.9% | $5,982-41.7% |
| Admin fee / account holder | $358 | $17,074-97.9% | $13,984-97.4% | $11,246-96.8% |