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 | $23,848 | $105,181-77.3% | $159,436-85.0% | $85,850-72.2% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.8%-6.6pp | 69.3%+6.9pp |
| Annual return | 22.17% | 45.07%-22.9pp | 263.57%-241.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $2,737 | $3,318-17.5% | $4,829-43.3% | $2,565+6.7% |
| Participant deferral / active EE | $6,295 | $5,945+5.9% | $7,352-14.4% | $3,952+59.3% |
| Admin fee / account holder | $973 | $6,933-86.0% | $10,799-91.0% | $6,260-84.5% |