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 | $5,266 | $180,449-97.1% | $154,107-96.6% | $135,375-96.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.94% | 888.09%-887.1pp | 735.12%-734.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $5,957 | $6,035-1.3% | $5,298+12.4% | $4,779+24.7% |
| Participant deferral / active EE | $4,719 | $5,806-18.7% | $5,081-7.1% | $5,609-15.9% |
| Admin fee / account holder | $54,539 | $16,143+237.9% | $13,411+306.7% | $10,827+403.7% |