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 | $30,164 | $183,963-83.6% | $162,163-81.4% | $152,861-80.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.83% | 150.76%-128.9pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,847 | $6,371-71.0% | $5,614-67.1% | $4,762-61.2% |
| Participant deferral / active EE | $4,107 | $8,034-48.9% | $7,298-43.7% | $5,850-29.8% |
| Admin fee / account holder | $944 | $13,121-92.8% | $10,843-91.3% | $11,596-91.9% |