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 3-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 | $24,064 | $109,881-78.1% | $150,045-84.0% | $84,808-71.6% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 96.58% | 28.25%+68.3pp | 62.55%+34.0pp | 40.90%+55.7pp |
| Employer contribution / active EE | $1,858 | $3,561-47.8% | $4,693-60.4% | $2,631-29.4% |
| Participant deferral / active EE | $4,722 | $6,636-28.8% | $7,997-41.0% | $4,212+12.1% |
| Admin fee / account holder | $731 | $8,568-91.5% | $13,435-94.6% | $7,344-90.1% |