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 4-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 | $17,278 | $159,901-89.2% | $146,958-88.2% | $145,922-88.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 40.99% | 98.13%-57.1pp | 418.34%-377.3pp | 561.29%-520.3pp |
| Employer contribution / active EE | $4,722 | $5,286-10.7% | $4,933-4.3% | $4,660+1.3% |
| Participant deferral / active EE | $7,212 | $8,428-14.4% | $8,070-10.6% | $6,688+7.8% |
| Admin fee / account holder | $1,967 | $15,044-86.9% | $12,998-84.9% | $13,397-85.3% |