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 | $11,826 | $183,963-93.6% | $162,163-92.7% | $152,861-92.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.78% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,868 | $6,371-70.7% | $5,614-66.7% | $4,762-60.8% |
| Participant deferral / active EE | $3,970 | $8,034-50.6% | $7,298-45.6% | $5,850-32.1% |
| Admin fee / account holder | $2,008 | $13,121-84.7% | $10,843-81.5% | $11,596-82.7% |