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 5-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 | $13,665 | $64,707-78.9% | $112,228-87.8% | $68,494-80.0% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | 105.03% | -11.40%+116.4pp | 27.45%+77.6pp | -7.84%+112.9pp |
| Employer contribution / active EE | $1,825 | $2,746-33.6% | $3,635-49.8% | $2,596-29.7% |
| Participant deferral / active EE | $3,151 | $3,565-11.6% | $4,728-33.4% | $4,027-21.8% |
| Admin fee / account holder | $407 | $5,232-92.2% | $6,410-93.6% | $5,403-92.5% |