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 | $23,278 | $209,832-88.9% | $189,513-87.7% | $167,490-86.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.49% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,617 | $6,914-76.6% | $6,162-73.8% | $4,837-66.6% |
| Participant deferral / active EE | $4,373 | $8,935-51.1% | $8,221-46.8% | $6,341-31.0% |
| Admin fee / account holder | $2,973 | $14,293-79.2% | $12,045-75.3% | $12,309-75.9% |