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 | $15,240 | $180,449-91.6% | $154,107-90.1% | $135,375-88.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | 7.35% | 888.09%-880.7pp | 735.12%-727.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $2,987 | $6,035-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $2,596 | $5,806-55.3% | $5,081-48.9% | $5,609-53.7% |
| Admin fee / account holder | $724 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |