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 | $24,554 | $185,822-86.8% | $169,993-85.6% | $139,434-82.4% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 16.04% | 60.50%-44.5pp | 53.37%-37.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,835 | $7,590-49.5% | $6,785-43.5% | $4,751-19.3% |
| Participant deferral / active EE | $4,246 | $11,622-63.5% | $10,408-59.2% | $6,710-36.7% |
| Admin fee / account holder | $8,577 | $15,381-44.2% | $12,815-33.1% | $11,403-24.8% |