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 | $30,586 | $101,317-69.8% | $146,958-79.2% | $74,495-58.9% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.1pp | 67.2%+22.1pp |
| Annual return | 25.73% | 8730.91%-8705.2pp | 418.34%-392.6pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $2,175 | $3,810-42.9% | $4,933-55.9% | $2,623-17.1% |
| Participant deferral / active EE | $6,664 | $7,303-8.8% | $8,070-17.4% | $4,346+53.3% |
| Admin fee / account holder | $7,075 | $1,739+306.9% | $12,998-45.6% | $1,942+264.4% |