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 | $183,844 | $293,860-37.4% | $237,244-22.5% | $357,791-48.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 18.19% | 4677.97%-4659.8pp | 4131.29%-4113.1pp | 396.79%-378.6pp |
| Employer contribution / active EE | $9,947 | $5,523+80.1% | $4,351+128.6% | $7,508+32.5% |
| Participant deferral / active EE | $10,288 | $4,397+134.0% | $4,056+153.7% | $5,521+86.3% |
| Admin fee / account holder | $133,306 | $21,223+528.1% | $18,030+639.4% | $28,387+369.6% |