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 | $24,503 | $81,208-69.8% | $98,907-75.2% | $79,858-69.3% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 69.6%+23.7pp |
| Annual return | 20.19% | 60.99%-40.8pp | 196.43%-176.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,661 | $1,960+35.8% | $2,689-1.0% | $2,471+7.7% |
| Participant deferral / active EE | $4,295 | $3,265+31.6% | $4,244+1.2% | $3,740+14.9% |
| Admin fee / account holder | $591 | $6,013-90.2% | $6,642-91.1% | $5,306-88.9% |