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 | $19,018 | $127,386-85.1% | $115,037-83.5% | $125,391-84.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 280.16% | 31.28%+248.9pp | 26.14%+254.0pp | 282.22%-2.1pp |
| Employer contribution / active EE | $1,550 | $5,166-70.0% | $4,608-66.4% | $4,866-68.2% |
| Participant deferral / active EE | $2,305 | $6,423-64.1% | $6,026-61.7% | $5,352-56.9% |
| Admin fee / account holder | $1,677 | $9,516-82.4% | $8,175-79.5% | $9,540-82.4% |