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 6-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 | $19,708 | $165,984-88.1% | $164,813-88.0% | $145,922-86.5% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 14.99% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,651 | $5,273-30.8% | $4,341-15.9% | $4,660-21.6% |
| Participant deferral / active EE | $8,692 | $6,959+24.9% | $6,031+44.1% | $6,688+30.0% |
| Admin fee / account holder | $1,929 | $16,648-88.4% | $12,690-84.8% | $13,397-85.6% |