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 | $21,539 | $165,335-87.0% | $149,696-85.6% | $158,922-86.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 79.10% | 348.15%-269.0pp | 276.60%-197.5pp | 302.83%-223.7pp |
| Employer contribution / active EE | $1,765 | $5,103-65.4% | $4,644-62.0% | $4,761-62.9% |
| Participant deferral / active EE | $4,035 | $7,181-43.8% | $6,842-41.0% | $5,982-32.6% |
| Admin fee / account holder | $2,311 | $10,807-78.6% | $9,309-75.2% | $11,246-79.4% |