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 | $20,562 | $209,411-90.2% | $178,490-88.5% | $158,922-87.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 19.00% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,061 | $5,706-46.4% | $5,011-38.9% | $4,761-35.7% |
| Participant deferral / active EE | $2,833 | $5,954-52.4% | $5,202-45.5% | $5,982-52.6% |
| Admin fee / account holder | $310 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |