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 | $21,196 | $202,318-89.5% | $172,739-87.7% | $152,861-86.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.69% | 1029.65%-1007.0pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,980 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $2,533 | $5,948-57.4% | $5,198-51.3% | $5,850-56.7% |
| Admin fee / account holder | $657 | $17,109-96.2% | $13,954-95.3% | $11,596-94.3% |