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 6-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 | $25,362 | $217,402-88.3% | $185,823-86.4% | $167,490-84.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.85% | 148.36%-134.5pp | 122.05%-108.2pp | 478.56%-464.7pp |
| Employer contribution / active EE | $11,152 | $5,873+89.9% | $5,167+115.8% | $4,837+130.5% |
| Participant deferral / active EE | $9,483 | $6,356+49.2% | $5,568+70.3% | $6,341+49.5% |
| Admin fee / account holder | $366 | $19,811-98.2% | $16,237-97.7% | $12,309-97.0% |