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 | $15,427 | $105,181-85.3% | $159,436-90.3% | $85,850-82.0% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 62.99% | 45.07%+17.9pp | 263.57%-200.6pp | 318.53%-255.5pp |
| Employer contribution / active EE | $3,216 | $3,318-3.1% | $4,829-33.4% | $2,565+25.4% |
| Participant deferral / active EE | $5,550 | $5,945-6.6% | $7,352-24.5% | $3,952+40.4% |
| Admin fee / account holder | $1,855 | $6,933-73.3% | $10,799-82.8% | $6,260-70.4% |