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 5-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 | $23,879 | $102,317-76.7% | $146,958-83.8% | $80,856-70.5% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 23.09% | 134.76%-111.7pp | 418.34%-395.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $3,831 | $3,713+3.2% | $4,933-22.3% | $2,755+39.1% |
| Participant deferral / active EE | $6,830 | $6,644+2.8% | $8,070-15.4% | $4,296+59.0% |
| Admin fee / account holder | $3,355 | $7,941-57.7% | $12,998-74.2% | $6,918-51.5% |