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 8-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 | $12,427 | $65,561-81.0% | $86,188-85.6% | $75,163-83.5% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | 20.87% | 46.05%-25.2pp | 1168.45%-1147.6pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,471 | $1,553-5.3% | $2,380-38.2% | $2,670-44.9% |
| Participant deferral / active EE | $2,367 | $3,024-21.7% | $3,985-40.6% | $4,125-42.6% |
| Admin fee / account holder | $394 | $5,474-92.8% | $6,852-94.3% | $5,651-93.0% |