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 | $27,589 | $197,591-86.0% | $177,821-84.5% | $158,922-82.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 74.55% | 58.76%+15.8pp | 48.32%+26.2pp | 302.83%-228.3pp |
| Employer contribution / active EE | $12,132 | $6,697+81.1% | $5,918+105.0% | $4,761+154.8% |
| Participant deferral / active EE | $17,963 | $8,405+113.7% | $7,714+132.9% | $5,982+200.3% |
| Admin fee / account holder | $1,480 | $15,399-90.4% | $12,427-88.1% | $11,246-86.8% |