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 | $26,660 | $171,865-84.5% | $149,718-82.2% | $147,584-81.9% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 19.35% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,244 | $6,275-48.3% | $5,445-40.4% | $4,876-33.5% |
| Participant deferral / active EE | $5,513 | $7,271-24.2% | $6,569-16.1% | $5,439+1.4% |
| Admin fee / account holder | $3,034 | $13,799-78.0% | $11,283-73.1% | $10,885-72.1% |