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 8-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 | $20,780 | $157,256-86.8% | $141,162-85.3% | $152,861-86.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 91.72% | 64.32%+27.4pp | 71.39%+20.3pp | 345.32%-253.6pp |
| Employer contribution / active EE | $1,995 | $5,261-62.1% | $4,735-57.9% | $4,762-58.1% |
| Participant deferral / active EE | $4,164 | $7,109-41.4% | $6,709-37.9% | $5,850-28.8% |
| Admin fee / account holder | $318 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |