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 | $16,061 | $79,449-79.8% | $189,557-91.5% | $85,850-81.3% |
| Participation rate | 90.6% | 66.0%+24.6pp | 78.4%+12.2pp | 69.3%+21.3pp |
| Annual return | 32.25% | 18.45%+13.8pp | 64.17%-31.9pp | 318.53%-286.3pp |
| Employer contribution / active EE | $2,573 | $2,081+23.6% | $4,412-41.7% | $2,565+0.3% |
| Participant deferral / active EE | $3,815 | $4,051-5.8% | $6,174-38.2% | $3,952-3.5% |
| Admin fee / account holder | $1,238 | $5,377-77.0% | $9,807-87.4% | $6,260-80.2% |