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 | $15,547 | $209,411-92.6% | $178,490-91.3% | $158,922-90.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 32.75% | 188.75%-156.0pp | 151.07%-118.3pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,659 | $5,706-70.9% | $5,011-66.9% | $4,761-65.1% |
| Participant deferral / active EE | $3,902 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $547 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |