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 | $18,591 | $180,449-89.7% | $154,107-87.9% | $135,375-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.77% | 888.09%-881.3pp | 735.12%-728.4pp | 519.73%-513.0pp |
| Employer contribution / active EE | $1,888 | $6,035-68.7% | $5,298-64.4% | $4,779-60.5% |
| Participant deferral / active EE | $6,282 | $5,806+8.2% | $5,081+23.7% | $5,609+12.0% |
| Admin fee / account holder | $10,096 | $16,143-37.5% | $13,411-24.7% | $10,827-6.8% |