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 | $19,525 | $105,181-81.4% | $159,436-87.8% | $85,850-77.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 48.93% | 45.07%+3.9pp | 263.57%-214.6pp | 318.53%-269.6pp |
| Employer contribution / active EE | $3,288 | $3,318-0.9% | $4,829-31.9% | $2,565+28.2% |
| Participant deferral / active EE | $6,040 | $5,945+1.6% | $7,352-17.9% | $3,952+52.8% |
| Admin fee / account holder | $1,029 | $6,933-85.2% | $10,799-90.5% | $6,260-83.6% |