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 8-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 | $24,628 | $209,411-88.2% | $178,490-86.2% | $158,922-84.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.59% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,739 | $5,706-69.5% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $7,188 | $5,954+20.7% | $5,202+38.2% | $5,982+20.1% |
| Admin fee / account holder | $5,350 | $17,074-68.7% | $13,984-61.7% | $11,246-52.4% |