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 | $19,698 | $217,402-90.9% | $185,823-89.4% | $167,490-88.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.66% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,927 | $5,873-67.2% | $5,167-62.7% | $4,837-60.2% |
| Participant deferral / active EE | $8,442 | $6,356+32.8% | $5,568+51.6% | $6,341+33.1% |
| Admin fee / account holder | $17,852 | $19,811-9.9% | $16,237+9.9% | $12,309+45.0% |