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 | $31,440 | $209,832-85.0% | $189,513-83.4% | $167,490-81.2% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 25.77% | 748.27%-722.5pp | 555.15%-529.4pp | 478.56%-452.8pp |
| Employer contribution / active EE | $5,052 | $6,914-26.9% | $6,162-18.0% | $4,837+4.4% |
| Participant deferral / active EE | $8,360 | $8,935-6.4% | $8,221+1.7% | $6,341+31.8% |
| Admin fee / account holder | $1,847 | $14,293-87.1% | $12,045-84.7% | $12,309-85.0% |