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 3-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 | $20,946 | $81,460-74.3% | $103,333-79.7% | $80,856-74.1% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 117.74% | 25.55%+92.2pp | 24.88%+92.9pp | 35.59%+82.1pp |
| Employer contribution / active EE | $2,923 | $3,105-5.9% | $3,868-24.4% | $2,755+6.1% |
| Participant deferral / active EE | $5,332 | $3,869+37.8% | $5,057+5.4% | $4,296+24.1% |
| Admin fee / account holder | $1,385 | $6,566-78.9% | $8,355-83.4% | $6,918-80.0% |