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 9-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 | $26,942 | $183,963-85.4% | $162,163-83.4% | $152,861-82.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,397 | $6,371-31.0% | $5,614-21.7% | $4,762-7.7% |
| Participant deferral / active EE | $6,246 | $8,034-22.3% | $7,298-14.4% | $5,850+6.8% |
| Admin fee / account holder | $405 | $13,121-96.9% | $10,843-96.3% | $11,596-96.5% |