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 | $17,976 | $150,440-88.1% | $136,294-86.8% | $147,584-87.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.55% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,543 | $5,256-70.7% | $4,695-67.1% | $4,876-68.4% |
| Participant deferral / active EE | $7,522 | $6,630+13.4% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $735 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |