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 | $16,198 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 51.07% | 348.15%-297.1pp | 276.60%-225.5pp | 302.83%-251.8pp |
| Employer contribution / active EE | $6,271 | $5,103+22.9% | $4,644+35.0% | $4,761+31.7% |
| Participant deferral / active EE | $11,052 | $7,181+53.9% | $6,842+61.5% | $5,982+84.8% |
| Admin fee / account holder | $1,507 | $10,807-86.1% | $9,309-83.8% | $11,246-86.6% |