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 | $21,799 | $217,402-90.0% | $185,823-88.3% | $167,490-87.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.18% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,591 | $5,873-55.9% | $5,167-49.9% | $4,837-46.4% |
| Participant deferral / active EE | $4,785 | $6,356-24.7% | $5,568-14.1% | $6,341-24.5% |
| Admin fee / account holder | $1,883 | $19,811-90.5% | $16,237-88.4% | $12,309-84.7% |