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 4-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 | $14,630 | $202,432-92.8% | $169,368-91.4% | $139,434-89.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.23% | 531.74%-490.5pp | 405.60%-364.4pp | 372.94%-331.7pp |
| Employer contribution / active EE | $2,959 | $4,692-36.9% | $4,013-26.3% | $4,751-37.7% |
| Participant deferral / active EE | $7,443 | $6,938+7.3% | $6,221+19.6% | $6,710+10.9% |
| Admin fee / account holder | $528 | $10,708-95.1% | $9,003-94.1% | $11,403-95.4% |