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 10-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 | $16,212 | $63,346-74.4% | $92,233-82.4% | $70,131-76.9% |
| Participation rate | 95.6% | 68.7%+26.9pp | 76.5%+19.1pp | 69.5%+26.0pp |
| Annual return | 25.11% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.0pp |
| Employer contribution / active EE | $4,234 | $2,471+71.3% | $3,679+15.1% | $2,342+80.8% |
| Participant deferral / active EE | $3,157 | $2,854+10.6% | $3,897-19.0% | $3,332-5.2% |
| Admin fee / account holder | $939 | $3,840-75.5% | $5,194-81.9% | $4,645-79.8% |