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 4-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 | $10,283 | $175,202-94.1% | $149,673-93.1% | $139,434-92.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 35.06% | 166.71%-131.7pp | 134.42%-99.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $2,142 | $5,474-60.9% | $4,818-55.5% | $4,751-54.9% |
| Participant deferral / active EE | $3,844 | $6,519-41.0% | $5,680-32.3% | $6,710-42.7% |
| Admin fee / account holder | $376 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |