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 | $15,525 | $107,334-85.5% | $92,893-83.3% | $152,861-89.8% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.4%-4.2pp |
| Annual return | 25.71% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,945 | $4,221-53.9% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $3,101 | $4,845-36.0% | $4,236-26.8% | $5,850-47.0% |
| Admin fee / account holder | $836 | $7,079-88.2% | $5,794-85.6% | $11,596-92.8% |