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 | $33,094 | $197,591-83.3% | $177,821-81.4% | $158,922-79.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 46.33% | 58.76%-12.4pp | 48.32%-2.0pp | 302.83%-256.5pp |
| Employer contribution / active EE | $4,725 | $6,697-29.5% | $5,918-20.2% | $4,761-0.8% |
| Participant deferral / active EE | $11,997 | $8,405+42.7% | $7,714+55.5% | $5,982+100.5% |
| Admin fee / account holder | $1,911 | $15,399-87.6% | $12,427-84.6% | $11,246-83.0% |