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 | $20,665 | $105,181-80.4% | $159,436-87.0% | $85,850-75.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 15.88% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,281 | $3,318-61.4% | $4,829-73.5% | $2,565-50.1% |
| Participant deferral / active EE | $2,943 | $5,945-50.5% | $7,352-60.0% | $3,952-25.5% |
| Admin fee / account holder | $1,651 | $6,933-76.2% | $10,799-84.7% | $6,260-73.6% |