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 | $28,675 | $209,832-86.3% | $189,513-84.9% | $167,490-82.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 52.61% | 748.27%-695.7pp | 555.15%-502.5pp | 478.56%-425.9pp |
| Employer contribution / active EE | $2,879 | $6,914-58.4% | $6,162-53.3% | $4,837-40.5% |
| Participant deferral / active EE | $12,637 | $8,935+41.4% | $8,221+53.7% | $6,341+99.3% |
| Admin fee / account holder | $2,479 | $14,293-82.7% | $12,045-79.4% | $12,309-79.9% |