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 | $21,477 | $102,317-79.0% | $146,958-85.4% | $80,856-73.4% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 58.45% | 134.76%-76.3pp | 418.34%-359.9pp | 35.59%+22.9pp |
| Employer contribution / active EE | $4,117 | $3,713+10.9% | $4,933-16.5% | $2,755+49.4% |
| Participant deferral / active EE | $6,079 | $6,644-8.5% | $8,070-24.7% | $4,296+41.5% |
| Admin fee / account holder | $2,711 | $7,941-65.9% | $12,998-79.1% | $6,918-60.8% |