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 9-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 | $19,056 | $157,256-87.9% | $141,162-86.5% | $152,861-87.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 24.26% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,976 | $5,261-24.4% | $4,735-16.0% | $4,762-16.5% |
| Participant deferral / active EE | $8,440 | $7,109+18.7% | $6,709+25.8% | $5,850+44.3% |
| Admin fee / account holder | $5,946 | $12,120-50.9% | $10,261-42.1% | $11,596-48.7% |