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 8-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 | $16,017 | $157,256-89.8% | $141,162-88.7% | $152,861-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 43.71% | 64.32%-20.6pp | 71.39%-27.7pp | 345.32%-301.6pp |
| Employer contribution / active EE | $3,516 | $5,261-33.2% | $4,735-25.7% | $4,762-26.2% |
| Participant deferral / active EE | $7,191 | $7,109+1.1% | $6,709+7.2% | $5,850+22.9% |
| Admin fee / account holder | $724 | $12,120-94.0% | $10,261-92.9% | $11,596-93.8% |