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 8-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 | $20,472 | $165,984-87.7% | $164,813-87.6% | $145,922-86.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 14.99% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,857 | $5,273-45.8% | $4,341-34.2% | $4,660-38.7% |
| Participant deferral / active EE | $4,962 | $6,959-28.7% | $6,031-17.7% | $6,688-25.8% |
| Admin fee / account holder | $1,150 | $16,648-93.1% | $12,690-90.9% | $13,397-91.4% |