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 4-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 | $27,955 | $109,413-74.4% | $156,263-82.1% | $84,808-67.0% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 106.22% | 20.18%+86.0pp | 59.47%+46.8pp | 40.90%+65.3pp |
| Employer contribution / active EE | $1,825 | $2,907-37.2% | $4,333-57.9% | $2,631-30.6% |
| Participant deferral / active EE | $3,559 | $4,590-22.4% | $6,158-42.2% | $4,212-15.5% |
| Admin fee / account holder | $918 | $9,357-90.2% | $14,255-93.6% | $7,344-87.5% |