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 4-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 | $25,703 | $201,272-87.2% | $184,203-86.0% | $145,922-82.4% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 140.32% | 29.00%+111.3pp | 28.81%+111.5pp | 561.29%-421.0pp |
| Employer contribution / active EE | $2,492 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $3,745 | $9,806-61.8% | $9,131-59.0% | $6,688-44.0% |
| Admin fee / account holder | $645 | $16,364-96.1% | $13,901-95.4% | $13,397-95.2% |