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 | $15,987 | $105,181-84.8% | $159,436-90.0% | $85,850-81.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 18.78% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,563 | $3,318-22.8% | $4,829-46.9% | $2,565-0.1% |
| Participant deferral / active EE | $4,054 | $5,945-31.8% | $7,352-44.9% | $3,952+2.6% |
| Admin fee / account holder | $2,229 | $6,933-67.9% | $10,799-79.4% | $6,260-64.4% |