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 | $15,320 | $175,202-91.3% | $149,673-89.8% | $139,434-89.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 27.19% | 166.71%-139.5pp | 134.42%-107.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,069 | $5,474-43.9% | $4,818-36.3% | $4,751-35.4% |
| Participant deferral / active EE | $3,687 | $6,519-43.4% | $5,680-35.1% | $6,710-45.0% |
| Admin fee / account holder | $1,608 | $16,150-90.0% | $13,210-87.8% | $11,403-85.9% |