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 5-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 | $21,524 | $124,319-82.7% | $111,297-80.7% | $167,490-87.1% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,670 | $3,435-51.4% | $2,731-38.8% | $4,837-65.5% |
| Participant deferral / active EE | $2,046 | $5,180-60.5% | $4,487-54.4% | $6,341-67.7% |
| Admin fee / account holder | $1,717 | $10,618-83.8% | $7,964-78.4% | $12,309-86.0% |