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 | $14,227 | $150,187-90.5% | $120,354-88.2% | $145,922-90.3% |
| Participation rate | 76.9% | 78.8%-1.8pp | 71.9%+5.0pp | 80.3%-3.4pp |
| Annual return | 15.41% | 154.07%-138.7pp | 107.15%-91.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,305 | $4,348-70.0% | $3,463-62.3% | $4,660-72.0% |
| Participant deferral / active EE | $2,431 | $6,173-60.6% | $4,991-51.3% | $6,688-63.6% |
| Admin fee / account holder | $1,674 | $12,207-86.3% | $9,423-82.2% | $13,397-87.5% |