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 6-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 | $14,798 | $175,202-91.6% | $149,673-90.1% | $139,434-89.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 28.43% | 166.71%-138.3pp | 134.42%-106.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,941 | $5,474-64.5% | $4,818-59.7% | $4,751-59.1% |
| Participant deferral / active EE | $4,261 | $6,519-34.6% | $5,680-25.0% | $6,710-36.5% |
| Admin fee / account holder | $450 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |