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 | $17,748 | $209,411-91.5% | $178,490-90.1% | $158,922-88.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 45.84% | 188.75%-142.9pp | 151.07%-105.2pp | 302.83%-257.0pp |
| Employer contribution / active EE | $3,361 | $5,706-41.1% | $5,011-32.9% | $4,761-29.4% |
| Participant deferral / active EE | $3,432 | $5,954-42.4% | $5,202-34.0% | $5,982-42.6% |
| Admin fee / account holder | $1,192 | $17,074-93.0% | $13,984-91.5% | $11,246-89.4% |