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 | $12,580 | $209,411-94.0% | $178,490-93.0% | $158,922-92.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.89% | 188.75%-160.9pp | 151.07%-123.2pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,415 | $5,706-75.2% | $5,011-71.8% | $4,761-70.3% |
| Participant deferral / active EE | $8,694 | $5,954+46.0% | $5,202+67.1% | $5,982+45.3% |
| Admin fee / account holder | $654 | $17,074-96.2% | $13,984-95.3% | $11,246-94.2% |