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 4-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 | $19,485 | $93,571-79.2% | $135,903-85.7% | $75,163-74.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 107.51% | 30.90%+76.6pp | 68.23%+39.3pp | 160.62%-53.1pp |
| Employer contribution / active EE | $5,358 | $3,537+51.5% | $4,856+10.3% | $2,670+100.7% |
| Participant deferral / active EE | $9,049 | $6,404+41.3% | $7,758+16.6% | $4,125+119.4% |
| Admin fee / account holder | $1,608 | $6,975-76.9% | $10,762-85.1% | $5,651-71.5% |