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 | $14,329 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 93.86% | 56.14%+37.7pp | 46.47%+47.4pp | 302.83%-209.0pp |
| Employer contribution / active EE | $1,731 | $4,175-58.5% | $3,660-52.7% | $4,761-63.6% |
| Participant deferral / active EE | $4,779 | $4,957-3.6% | $4,370+9.3% | $5,982-20.1% |
| Admin fee / account holder | $943 | $7,245-87.0% | $5,945-84.1% | $11,246-91.6% |