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 | $9,922 | $159,901-93.8% | $146,958-93.2% | $145,922-93.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 26.15% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,098 | $5,286-41.4% | $4,933-37.2% | $4,660-33.5% |
| Participant deferral / active EE | $3,129 | $8,428-62.9% | $8,070-61.2% | $6,688-53.2% |
| Admin fee / account holder | $935 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |