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 | $26,584 | $202,318-86.9% | $172,739-84.6% | $152,861-82.6% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 221.57% | 1029.65%-808.1pp | 802.84%-581.3pp | 345.32%-123.7pp |
| Employer contribution / active EE | $3,250 | $5,856-44.5% | $5,143-36.8% | $4,762-31.8% |
| Participant deferral / active EE | $6,778 | $5,948+14.0% | $5,198+30.4% | $5,850+15.9% |
| Admin fee / account holder | $1,507 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |