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 | $20,497 | $98,240-79.1% | $82,313-75.1% | $147,584-86.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 85.94% | 30.85%+55.1pp | 25.88%+60.1pp | 578.55%-492.6pp |
| Employer contribution / active EE | $7,702 | $3,192+141.3% | $2,428+217.2% | $4,876+57.9% |
| Participant deferral / active EE | $5,843 | $4,383+33.3% | $3,706+57.7% | $5,439+7.4% |
| Admin fee / account holder | $514 | $8,563-94.0% | $5,608-90.8% | $10,885-95.3% |