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 7-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 | $12,894 | $83,477-84.6% | $125,175-89.7% | $72,985-82.3% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 66.09% | 25.78%+40.3pp | 43.79%+22.3pp | 81.00%-14.9pp |
| Employer contribution / active EE | $3,897 | $2,345+66.2% | $3,865+0.8% | $2,440+59.7% |
| Participant deferral / active EE | $6,438 | $3,585+79.6% | $4,937+30.4% | $3,607+78.5% |
| Admin fee / account holder | $2,106 | $5,517-61.8% | $9,702-78.3% | $5,124-58.9% |