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 | $4,697 | $189,613-97.5% | $167,512-97.2% | $142,382-96.7% |
| Participation rate | 87.0% | 80.1%+6.8pp | 77.1%+9.9pp | 80.1%+6.8pp |
| Annual return | 19.57% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $889 | $4,349-79.5% | $3,882-77.1% | $4,299-79.3% |
| Participant deferral / active EE | $1,984 | $6,981-71.6% | $6,405-69.0% | $6,507-69.5% |
| Admin fee / account holder | $1,228 | $10,528-88.3% | $9,769-87.4% | $12,624-90.3% |