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 6-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 | $15,138 | $214,378-92.9% | $200,582-92.5% | $142,382-89.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 122.38% | 46.41%+76.0pp | 42.33%+80.0pp | 217.08%-94.7pp |
| Employer contribution / active EE | $2,061 | $6,841-69.9% | $6,419-67.9% | $4,299-52.1% |
| Participant deferral / active EE | $9,029 | $9,865-8.5% | $9,331-3.2% | $6,507+38.7% |
| Admin fee / account holder | $477 | $17,692-97.3% | $16,305-97.1% | $12,624-96.2% |