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 3-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 | $19,099 | $102,317-81.3% | $146,958-87.0% | $80,856-76.4% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 15.62% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,334 | $3,713-37.1% | $4,933-52.7% | $2,755-15.3% |
| Participant deferral / active EE | $4,414 | $6,644-33.6% | $8,070-45.3% | $4,296+2.7% |
| Admin fee / account holder | $2,430 | $7,941-69.4% | $12,998-81.3% | $6,918-64.9% |