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 | $21,789 | $209,411-89.6% | $178,490-87.8% | $158,922-86.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.24% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $5,462 | $5,706-4.3% | $5,011+9.0% | $4,761+14.7% |
| Participant deferral / active EE | $5,544 | $5,954-6.9% | $5,202+6.6% | $5,982-7.3% |
| Admin fee / account holder | $2,969 | $17,074-82.6% | $13,984-78.8% | $11,246-73.6% |