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 | $24,213 | $125,758-80.7% | $169,993-85.8% | $75,163-67.8% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 52.04% | 27.20%+24.8pp | 53.37%-1.3pp | 160.62%-108.6pp |
| Employer contribution / active EE | $5,199 | $4,615+12.7% | $6,785-23.4% | $2,670+94.7% |
| Participant deferral / active EE | $9,892 | $6,837+44.7% | $10,408-5.0% | $4,125+139.8% |
| Admin fee / account holder | $747 | $8,173-90.9% | $12,815-94.2% | $5,651-86.8% |