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 7-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 | $20,125 | $65,041-69.1% | $90,951-77.9% | $79,858-74.8% |
| Participation rate | 71.2% | 61.6%+9.5pp | 69.0%+2.1pp | 69.6%+1.5pp |
| Annual return | 90.16% | 30.45%+59.7pp | 134.60%-44.4pp | 31.71%+58.4pp |
| Employer contribution / active EE | $2,229 | $1,247+78.7% | $2,122+5.1% | $2,471-9.8% |
| Participant deferral / active EE | $3,419 | $2,512+36.1% | $3,373+1.4% | $3,740-8.6% |
| Admin fee / account holder | $1,017 | $4,536-77.6% | $5,959-82.9% | $5,306-80.8% |