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 | $21,284 | $209,411-89.8% | $178,490-88.1% | $158,922-86.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 20.06% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,761 | $5,706-51.6% | $5,011-44.9% | $4,761-42.0% |
| Participant deferral / active EE | $4,027 | $5,954-32.4% | $5,202-22.6% | $5,982-32.7% |
| Admin fee / account holder | $693 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |