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 9-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 | $13,520 | $112,881-88.0% | $90,951-85.1% | $158,922-91.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 17.41% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,680 | $2,893-7.4% | $2,122+26.3% | $4,761-43.7% |
| Participant deferral / active EE | $4,037 | $4,128-2.2% | $3,373+19.7% | $5,982-32.5% |
| Admin fee / account holder | $1,367 | $8,041-83.0% | $5,959-77.1% | $11,246-87.8% |