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 3-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 | $16,247 | $159,901-89.8% | $146,958-88.9% | $145,922-88.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 207.63% | 98.13%+109.5pp | 418.34%-210.7pp | 561.29%-353.7pp |
| Employer contribution / active EE | $2,874 | $5,286-45.6% | $4,933-41.7% | $4,660-38.3% |
| Participant deferral / active EE | $6,525 | $8,428-22.6% | $8,070-19.1% | $6,688-2.4% |
| Admin fee / account holder | $7,310 | $15,044-51.4% | $12,998-43.8% | $13,397-45.4% |