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 | $21,134 | $157,256-86.6% | $141,162-85.0% | $152,861-86.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 37.12% | 64.32%-27.2pp | 71.39%-34.3pp | 345.32%-308.2pp |
| Employer contribution / active EE | $1,354 | $5,261-74.3% | $4,735-71.4% | $4,762-71.6% |
| Participant deferral / active EE | $5,175 | $7,109-27.2% | $6,709-22.9% | $5,850-11.5% |
| Admin fee / account holder | $477 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |