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 4-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 | $14,147 | $109,881-87.1% | $150,045-90.6% | $84,808-83.3% |
| Participation rate | 92.5% | 76.1%+16.5pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 89.72% | 28.25%+61.5pp | 62.55%+27.2pp | 40.90%+48.8pp |
| Employer contribution / active EE | $1,772 | $3,561-50.2% | $4,693-62.2% | $2,631-32.6% |
| Participant deferral / active EE | $3,133 | $6,636-52.8% | $7,997-60.8% | $4,212-25.6% |
| Admin fee / account holder | $447 | $8,568-94.8% | $13,435-96.7% | $7,344-93.9% |