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 | $14,665 | $98,750-85.1% | $149,696-90.2% | $79,858-81.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 42.80% | 27.43%+15.4pp | 276.60%-233.8pp | 31.71%+11.1pp |
| Employer contribution / active EE | $2,514 | $3,216-21.8% | $4,644-45.9% | $2,471+1.8% |
| Participant deferral / active EE | $4,257 | $5,680-25.0% | $6,842-37.8% | $3,740+13.8% |
| Admin fee / account holder | $301 | $6,053-95.0% | $9,309-96.8% | $5,306-94.3% |