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 | $12,684 | $159,901-92.1% | $146,958-91.4% | $145,922-91.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 18.37% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $6,183 | $5,286+17.0% | $4,933+25.3% | $4,660+32.7% |
| Participant deferral / active EE | $3,431 | $8,428-59.3% | $8,070-57.5% | $6,688-48.7% |
| Admin fee / account holder | $1,997 | $15,044-86.7% | $12,998-84.6% | $13,397-85.1% |