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 | $15,010 | $175,202-91.4% | $149,673-90.0% | $139,434-89.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 10.78% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,404 | $5,474-74.3% | $4,818-70.9% | $4,751-70.4% |
| Participant deferral / active EE | $2,248 | $6,519-65.5% | $5,680-60.4% | $6,710-66.5% |
| Admin fee / account holder | $14,859 | $16,150-8.0% | $13,210+12.5% | $11,403+30.3% |