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 4-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 | $13,779 | $102,317-86.5% | $146,958-90.6% | $80,856-83.0% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 19.48% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $8,491 | $3,713+128.7% | $4,933+72.1% | $2,755+208.2% |
| Participant deferral / active EE | $3,019 | $6,644-54.6% | $8,070-62.6% | $4,296-29.7% |
| Admin fee / account holder | $4,084 | $7,941-48.6% | $12,998-68.6% | $6,918-41.0% |