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 | $23,448 | $209,411-88.8% | $178,490-86.9% | $158,922-85.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 27.04% | 188.75%-161.7pp | 151.07%-124.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,424 | $5,706-75.0% | $5,011-71.6% | $4,761-70.1% |
| Participant deferral / active EE | $4,977 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $805 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |