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 | $17,864 | $157,256-88.6% | $141,162-87.3% | $152,861-88.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 39.71% | 64.32%-24.6pp | 71.39%-31.7pp | 345.32%-305.6pp |
| Employer contribution / active EE | $2,899 | $5,261-44.9% | $4,735-38.8% | $4,762-39.1% |
| Participant deferral / active EE | $7,197 | $7,109+1.2% | $6,709+7.3% | $5,850+23.0% |
| Admin fee / account holder | $754 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |