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 | $13,574 | $202,318-93.3% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 31.14% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,257 | $5,856-78.5% | $5,143-75.6% | $4,762-73.6% |
| Participant deferral / active EE | $3,862 | $5,948-35.1% | $5,198-25.7% | $5,850-34.0% |
| Admin fee / account holder | $385 | $17,109-97.7% | $13,954-97.2% | $11,596-96.7% |