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 | $13,639 | $198,466-93.1% | $170,442-92.0% | $147,584-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.78% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $4,164 | $6,184-32.7% | $5,433-23.4% | $4,876-14.6% |
| Participant deferral / active EE | $6,430 | $5,629+14.2% | $4,939+30.2% | $5,439+18.2% |
| Admin fee / account holder | $828 | $16,852-95.1% | $13,880-94.0% | $10,885-92.4% |