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 | $17,906 | $209,411-91.4% | $178,490-90.0% | $158,922-88.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.77% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,799 | $5,706-51.0% | $5,011-44.1% | $4,761-41.2% |
| Participant deferral / active EE | $4,666 | $5,954-21.6% | $5,202-10.3% | $5,982-22.0% |
| Admin fee / account holder | $505 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |