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 | $11,831 | $85,766-86.2% | $136,294-91.3% | $70,131-83.1% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 62.35% | 31.45%+30.9pp | 5155.94%-5093.6pp | 73.14%-10.8pp |
| Employer contribution / active EE | $2,010 | $2,966-32.2% | $4,695-57.2% | $2,342-14.2% |
| Participant deferral / active EE | $2,729 | $5,051-46.0% | $6,247-56.3% | $3,332-18.1% |
| Admin fee / account holder | $801 | $5,420-85.2% | $9,243-91.3% | $4,645-82.8% |