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 | $5,577 | $226,064-97.5% | $182,532-96.9% | $152,861-96.4% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 31.83% | 192.51%-160.7pp | 148.54%-116.7pp | 345.32%-313.5pp |
| Employer contribution / active EE | $1,395 | $4,978-72.0% | $4,076-65.8% | $4,762-70.7% |
| Participant deferral / active EE | $6,000 | $6,368-5.8% | $5,524+8.6% | $5,850+2.6% |
| Admin fee / account holder | $2,388 | $10,703-77.7% | $8,592-72.2% | $11,596-79.4% |