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 6-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 | $21,780 | $209,832-89.6% | $189,513-88.5% | $167,490-87.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.78% | 748.27%-723.5pp | 555.15%-530.4pp | 478.56%-453.8pp |
| Employer contribution / active EE | $4,359 | $6,914-36.9% | $6,162-29.3% | $4,837-9.9% |
| Participant deferral / active EE | $10,900 | $8,935+22.0% | $8,221+32.6% | $6,341+71.9% |
| Admin fee / account holder | $1,388 | $14,293-90.3% | $12,045-88.5% | $12,309-88.7% |