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 5-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 | $22,073 | $102,317-78.4% | $146,958-85.0% | $80,856-72.7% |
| Participation rate | 98.3% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 16.87% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,119 | $3,713-16.0% | $4,933-36.8% | $2,755+13.2% |
| Participant deferral / active EE | $5,286 | $6,644-20.4% | $8,070-34.5% | $4,296+23.1% |
| Admin fee / account holder | $2,761 | $7,941-65.2% | $12,998-78.8% | $6,918-60.1% |