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 | $28,522 | $183,963-84.5% | $162,163-82.4% | $152,861-81.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 28.54% | 150.76%-122.2pp | 115.59%-87.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,118 | $6,371-66.8% | $5,614-62.3% | $4,762-55.5% |
| Participant deferral / active EE | $14,889 | $8,034+85.3% | $7,298+104.0% | $5,850+154.5% |
| Admin fee / account holder | $377 | $13,121-97.1% | $10,843-96.5% | $11,596-96.8% |