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 | $7,826 | $176,056-95.6% | $159,436-95.1% | $167,490-95.3% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 112.96% | 331.75%-218.8pp | 263.57%-150.6pp | 478.56%-365.6pp |
| Employer contribution / active EE | $2,997 | $5,297-43.4% | $4,829-37.9% | $4,837-38.1% |
| Participant deferral / active EE | $4,995 | $7,750-35.5% | $7,352-32.1% | $6,341-21.2% |
| Admin fee / account holder | $2,839 | $12,554-77.4% | $10,799-73.7% | $12,309-76.9% |