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 | $18,940 | $102,317-81.5% | $146,958-87.1% | $80,856-76.6% |
| Participation rate | 89.9% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 106.50% | 134.76%-28.3pp | 418.34%-311.8pp | 35.59%+70.9pp |
| Employer contribution / active EE | $1,310 | $3,713-64.7% | $4,933-73.4% | $2,755-52.5% |
| Participant deferral / active EE | $4,548 | $6,644-31.5% | $8,070-43.6% | $4,296+5.9% |
| Admin fee / account holder | $3,226 | $7,941-59.4% | $12,998-75.2% | $6,918-53.4% |