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 9-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 | $14,820 | $165,335-91.0% | $149,696-90.1% | $158,922-90.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 133.44% | 348.15%-214.7pp | 276.60%-143.2pp | 302.83%-169.4pp |
| Employer contribution / active EE | $3,844 | $5,103-24.7% | $4,644-17.2% | $4,761-19.3% |
| Participant deferral / active EE | $6,146 | $7,181-14.4% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $2,272 | $10,807-79.0% | $9,309-75.6% | $11,246-79.8% |