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 | $13,924 | $209,832-93.4% | $189,513-92.7% | $167,490-91.7% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 19.57% | 748.27%-728.7pp | 555.15%-535.6pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,533 | $6,914-48.9% | $6,162-42.7% | $4,837-27.0% |
| Participant deferral / active EE | $3,608 | $8,935-59.6% | $8,221-56.1% | $6,341-43.1% |
| Admin fee / account holder | $609 | $14,293-95.7% | $12,045-94.9% | $12,309-95.0% |