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 | $22,753 | $105,181-78.4% | $159,436-85.7% | $85,850-73.5% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 44.67% | 45.07%-0.4pp | 263.57%-218.9pp | 318.53%-273.9pp |
| Employer contribution / active EE | $3,664 | $3,318+10.4% | $4,829-24.1% | $2,565+42.8% |
| Participant deferral / active EE | $8,227 | $5,945+38.4% | $7,352+11.9% | $3,952+108.2% |
| Admin fee / account holder | $819 | $6,933-88.2% | $10,799-92.4% | $6,260-86.9% |