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 | $14,596 | $183,963-92.1% | $162,163-91.0% | $152,861-90.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 14.97% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,208 | $6,371-65.3% | $5,614-60.7% | $4,762-53.6% |
| Participant deferral / active EE | $5,343 | $8,034-33.5% | $7,298-26.8% | $5,850-8.7% |
| Admin fee / account holder | $2,126 | $13,121-83.8% | $10,843-80.4% | $11,596-81.7% |