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 | $20,182 | $209,832-90.4% | $189,513-89.4% | $167,490-88.0% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 34.09% | 748.27%-714.2pp | 555.15%-521.1pp | 478.56%-444.5pp |
| Employer contribution / active EE | $3,473 | $6,914-49.8% | $6,162-43.6% | $4,837-28.2% |
| Participant deferral / active EE | $6,484 | $8,935-27.4% | $8,221-21.1% | $6,341+2.2% |
| Admin fee / account holder | $527 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |