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 8-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 | $20,234 | $89,753-77.5% | $107,525-81.2% | $84,808-76.1% |
| Participation rate | 88.7% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.4pp |
| Annual return | 18.08% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,371 | $4,056+7.8% | $5,116-14.5% | $4,212+3.8% |
| Admin fee / account holder | $680 | $7,222-90.6% | $8,919-92.4% | $7,344-90.7% |