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 | $24,165 | $137,414-82.4% | $189,513-87.2% | $85,850-71.9% |
| Participation rate | 81.3% | 84.6%-3.4pp | 87.8%-6.6pp | 69.3%+11.9pp |
| Annual return | 17.10% | 38.14%-21.0pp | 555.15%-538.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,831 | $6,260-22.8% | $8,221-41.2% | $3,952+22.3% |
| Admin fee / account holder | $11,177 | $8,630+29.5% | $12,045-7.2% | $6,260+78.6% |