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 | $15,854 | $183,519-91.4% | $155,509-89.8% | $145,922-89.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 19.76% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,301 | $5,313-37.9% | $4,672-29.3% | $4,660-29.2% |
| Participant deferral / active EE | $5,084 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $302 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |