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 | $17,047 | $150,187-88.6% | $120,354-85.8% | $145,922-88.3% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 12.12% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $974 | $4,348-77.6% | $3,463-71.9% | $4,660-79.1% |
| Participant deferral / active EE | $2,447 | $6,173-60.4% | $4,991-51.0% | $6,688-63.4% |
| Admin fee / account holder | $1,697 | $12,207-86.1% | $9,423-82.0% | $13,397-87.3% |