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 9-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 | $30,125 | $209,411-85.6% | $178,490-83.1% | $158,922-81.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.57% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,062 | $5,706-63.9% | $5,011-58.9% | $4,761-56.7% |
| Participant deferral / active EE | $6,930 | $5,954+16.4% | $5,202+33.2% | $5,982+15.9% |
| Admin fee / account holder | $331 | $17,074-98.1% | $13,984-97.6% | $11,246-97.1% |