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 7-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 | $21,165 | $102,317-79.3% | $146,958-85.6% | $80,856-73.8% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 18.68% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,204 | $3,713-13.7% | $4,933-35.1% | $2,755+16.3% |
| Participant deferral / active EE | $8,339 | $6,644+25.5% | $8,070+3.3% | $4,296+94.1% |
| Admin fee / account holder | $2,561 | $7,941-67.8% | $12,998-80.3% | $6,918-63.0% |