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 | $15,112 | $118,849-87.3% | $96,562-84.4% | $167,490-91.0% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 15.72% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,411 | $3,120+9.3% | $2,356+44.7% | $4,837-29.5% |
| Participant deferral / active EE | $5,036 | $4,616+9.1% | $3,849+30.8% | $6,341-20.6% |
| Admin fee / account holder | $410 | $8,065-94.9% | $6,181-93.4% | $12,309-96.7% |