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 | $8,780 | $209,411-95.8% | $178,490-95.1% | $158,922-94.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 303.93% | 188.75%+115.2pp | 151.07%+152.9pp | 302.83%+1.1pp |
| Employer contribution / active EE | $1,380 | $5,706-75.8% | $5,011-72.5% | $4,761-71.0% |
| Participant deferral / active EE | $2,147 | $5,954-63.9% | $5,202-58.7% | $5,982-64.1% |
| Admin fee / account holder | $581 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |