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 6-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 | $19,776 | $73,638-73.1% | $108,410-81.8% | $79,386-75.1% |
| Participation rate | 99.3% | 77.4%+21.9pp | 80.1%+19.2pp | 70.7%+28.6pp |
| Annual return | 31.10% | 33.27%-2.2pp | 905.27%-874.2pp | 116.85%-85.8pp |
| Employer contribution / active EE | $1,735 | $2,397-27.6% | $3,558-51.3% | $2,427-28.5% |
| Participant deferral / active EE | $5,542 | $6,218-10.9% | $6,563-15.6% | $4,046+37.0% |
| Admin fee / account holder | $1,741 | $638+172.8% | $7,295-76.1% | $626+177.9% |