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 | $20,609 | $183,963-88.8% | $162,163-87.3% | $152,861-86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.03% | 150.76%-115.7pp | 115.59%-80.6pp | 345.32%-310.3pp |
| Employer contribution / active EE | $6,158 | $6,371-3.3% | $5,614+9.7% | $4,762+29.3% |
| Participant deferral / active EE | $13,994 | $8,034+74.2% | $7,298+91.7% | $5,850+139.2% |
| Admin fee / account holder | $7,219 | $13,121-45.0% | $10,843-33.4% | $11,596-37.7% |