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 | $11,773 | $209,832-94.4% | $189,513-93.8% | $167,490-93.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.71% | 748.27%-729.6pp | 555.15%-536.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $5,470 | $6,914-20.9% | $6,162-11.2% | $4,837+13.1% |
| Participant deferral / active EE | $7,042 | $8,935-21.2% | $8,221-14.3% | $6,341+11.0% |
| Admin fee / account holder | $4,602 | $14,293-67.8% | $12,045-61.8% | $12,309-62.6% |