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 | $24,571 | $102,317-76.0% | $146,958-83.3% | $80,856-69.6% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.2%-10.5pp | 67.6%+4.0pp |
| Annual return | 39.19% | 134.76%-95.6pp | 418.34%-379.1pp | 35.59%+3.6pp |
| Employer contribution / active EE | $2,671 | $3,713-28.1% | $4,933-45.9% | $2,755-3.1% |
| Participant deferral / active EE | $4,788 | $6,644-27.9% | $8,070-40.7% | $4,296+11.5% |
| Admin fee / account holder | $1,057 | $7,941-86.7% | $12,998-91.9% | $6,918-84.7% |