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 | $20,440 | $171,865-88.1% | $149,718-86.3% | $147,584-86.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 23.92% | 2113.22%-2089.3pp | 1501.63%-1477.7pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,576 | $6,275-58.9% | $5,445-52.7% | $4,876-47.2% |
| Participant deferral / active EE | $5,114 | $7,271-29.7% | $6,569-22.2% | $5,439-6.0% |
| Admin fee / account holder | $2,609 | $13,799-81.1% | $11,283-76.9% | $10,885-76.0% |