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 | $10,283 | $144,119-92.9% | $117,854-91.3% | $147,584-93.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.90% | 531.15%-514.2pp | 335.08%-318.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,211 | $4,896-34.4% | $3,786-15.2% | $4,876-34.2% |
| Participant deferral / active EE | $4,489 | $5,316-15.6% | $4,482+0.2% | $5,439-17.5% |
| Admin fee / account holder | $903 | $10,886-91.7% | $8,020-88.7% | $10,885-91.7% |