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 | $30,769 | $148,978-79.3% | $200,582-84.7% | $84,808-63.7% |
| Participation rate | 93.7% | 84.2%+9.4pp | 86.9%+6.8pp | 68.3%+25.4pp |
| Annual return | 101.70% | 28.16%+73.5pp | 42.33%+59.4pp | 40.90%+60.8pp |
| Employer contribution / active EE | $2,906 | $4,815-39.6% | $6,419-54.7% | $2,631+10.5% |
| Participant deferral / active EE | $7,109 | $7,142-0.5% | $9,331-23.8% | $4,212+68.8% |
| Admin fee / account holder | $1,120 | $13,977-92.0% | $16,305-93.1% | $7,344-84.8% |