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 5-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 | $16,236 | $102,317-84.1% | $146,958-89.0% | $80,856-79.9% |
| Participation rate | 96.4% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 19.02% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,079 | $3,713-44.0% | $4,933-57.9% | $2,755-24.5% |
| Participant deferral / active EE | $4,260 | $6,644-35.9% | $8,070-47.2% | $4,296-0.8% |
| Admin fee / account holder | $1,341 | $7,941-83.1% | $12,998-89.7% | $6,918-80.6% |