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 | $13,215 | $159,901-91.7% | $146,958-91.0% | $145,922-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.59% | 98.13%-81.5pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,549 | $5,286-32.9% | $4,933-28.0% | $4,660-23.8% |
| Participant deferral / active EE | $4,838 | $8,428-42.6% | $8,070-40.0% | $6,688-27.7% |
| Admin fee / account holder | $7,471 | $15,044-50.3% | $12,998-42.5% | $13,397-44.2% |