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 6-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 | $5,236 | $189,613-97.2% | $167,512-96.9% | $142,382-96.3% |
| Participation rate | 78.9% | 80.1%-1.2pp | 77.1%+1.9pp | 80.1%-1.2pp |
| Annual return | 31.03% | 2024.68%-1993.7pp | 1615.79%-1584.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $1,530 | $4,349-64.8% | $3,882-60.6% | $4,299-64.4% |
| Participant deferral / active EE | $1,867 | $6,981-73.3% | $6,405-70.9% | $6,507-71.3% |
| Admin fee / account holder | $540 | $10,528-94.9% | $9,769-94.5% | $12,624-95.7% |