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 7-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 | $14,032 | $165,335-91.5% | $149,696-90.6% | $158,922-91.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 88.75% | 348.15%-259.4pp | 276.60%-187.9pp | 302.83%-214.1pp |
| Employer contribution / active EE | $2,841 | $5,103-44.3% | $4,644-38.8% | $4,761-40.3% |
| Participant deferral / active EE | $9,824 | $7,181+36.8% | $6,842+43.6% | $5,982+64.2% |
| Admin fee / account holder | $1,143 | $10,807-89.4% | $9,309-87.7% | $11,246-89.8% |