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 | $21,675 | $89,355-75.7% | $141,162-84.6% | $72,985-70.3% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 25.95% | 111.85%-85.9pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $824 | $3,114-73.5% | $4,735-82.6% | $2,440-66.2% |
| Participant deferral / active EE | $7,042 | $5,418+30.0% | $6,709+5.0% | $3,607+95.2% |
| Admin fee / account holder | $3,860 | $5,958-35.2% | $10,261-62.4% | $5,124-24.7% |