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 3-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 | $4,879 | $189,613-97.4% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 11.27% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,218 | $4,349-72.0% | $3,882-68.6% | $4,299-71.7% |
| Participant deferral / active EE | $1,218 | $6,981-82.5% | $6,405-81.0% | $6,507-81.3% |
| Admin fee / account holder | $3,092 | $10,528-70.6% | $9,769-68.3% | $12,624-75.5% |