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 8-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 | $27,501 | $202,318-86.4% | $172,739-84.1% | $152,861-82.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.52% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,932 | $5,856-67.0% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $5,836 | $5,948-1.9% | $5,198+12.3% | $5,850-0.3% |
| Admin fee / account holder | $1,953 | $17,109-88.6% | $13,954-86.0% | $11,596-83.2% |