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 8-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 | $6,963 | $171,164-95.9% | $127,761-94.5% | $152,861-95.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.0%+5.6pp | 82.4%+2.2pp |
| Annual return | 114.47% | 23.54%+90.9pp | 26.14%+88.3pp | 345.32%-230.9pp |
| Employer contribution / active EE | $4,082 | $5,447-25.1% | $4,574-10.8% | $4,762-14.3% |
| Participant deferral / active EE | $5,574 | $7,038-20.8% | $6,021-7.4% | $5,850-4.7% |
| Admin fee / account holder | $996 | $14,530-93.1% | $9,395-89.4% | $11,596-91.4% |