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 | $29,381 | $183,963-84.0% | $162,163-81.9% | $152,861-80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.48% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.8pp |
| Employer contribution / active EE | $6,370 | $6,3710% | $5,614+13.5% | $4,762+33.8% |
| Participant deferral / active EE | $8,653 | $8,034+7.7% | $7,298+18.6% | $5,850+47.9% |
| Admin fee / account holder | $1,120 | $13,121-91.5% | $10,843-89.7% | $11,596-90.3% |