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 | $4,517 | $107,334-95.8% | $92,893-95.1% | $152,861-97.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 20.53% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,595 | $4,221-14.8% | $3,653-1.6% | $4,762-24.5% |
| Participant deferral / active EE | $6,186 | $4,845+27.7% | $4,236+46.0% | $5,850+5.7% |
| Admin fee / account holder | $4,972 | $7,079-29.8% | $5,794-14.2% | $11,596-57.1% |