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 9-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 | $13,799 | $149,734-90.8% | $118,925-88.4% | $158,922-91.3% |
| Participation rate | 95.8% | 82.1%+13.8pp | 75.4%+20.5pp | 82.0%+13.9pp |
| Annual return | 37.45% | 19.95%+17.5pp | 35.88%+1.6pp | 302.83%-265.4pp |
| Employer contribution / active EE | $1,832 | $4,115-55.5% | $3,263-43.8% | $4,761-61.5% |
| Participant deferral / active EE | $5,055 | $5,223-3.2% | $4,265+18.5% | $5,982-15.5% |
| Admin fee / account holder | $1,412 | $8,603-83.6% | $6,581-78.5% | $11,246-87.4% |