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 | $53 | $163,101-100.0% | $136,749-100.0% | $142,382-100.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13420.00% | 27.54%+13392.5pp | 24.33%+13395.7pp | 217.08%+13202.9pp |
| Employer contribution / active EE | $16,000 | $4,117+288.7% | $3,400+370.7% | $4,299+272.2% |
| Participant deferral / active EE | $24,000 | $5,585+329.7% | $4,692+411.5% | $6,507+268.8% |
| Admin fee / account holder | $40,623 | $14,318+183.7% | $11,386+256.8% | $12,624+221.8% |