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 | $16,002 | $115,770-86.2% | $101,248-84.2% | $158,922-89.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 17.98% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,283 | $4,175-45.3% | $3,660-37.6% | $4,761-52.0% |
| Participant deferral / active EE | $2,283 | $4,957-53.9% | $4,370-47.8% | $5,982-61.8% |
| Admin fee / account holder | $326 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |