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 | $20,636 | $93,571-77.9% | $135,903-84.8% | $75,163-72.5% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 48.51% | 30.90%+17.6pp | 68.23%-19.7pp | 160.62%-112.1pp |
| Employer contribution / active EE | $3,880 | $3,537+9.7% | $4,856-20.1% | $2,670+45.3% |
| Participant deferral / active EE | $5,589 | $6,404-12.7% | $7,758-28.0% | $4,125+35.5% |
| Admin fee / account holder | $1,065 | $6,975-84.7% | $10,762-90.1% | $5,651-81.2% |