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 | $15,173 | $85,766-82.3% | $136,294-88.9% | $70,131-78.4% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 36.07% | 31.45%+4.6pp | 5155.94%-5119.9pp | 73.14%-37.1pp |
| Employer contribution / active EE | $2,478 | $2,966-16.5% | $4,695-47.2% | $2,342+5.8% |
| Participant deferral / active EE | $4,687 | $5,051-7.2% | $6,247-25.0% | $3,332+40.7% |
| Admin fee / account holder | $1,524 | $5,420-71.9% | $9,243-83.5% | $4,645-67.2% |