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 | $21,759 | $93,571-76.7% | $135,903-84.0% | $75,163-71.1% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 100.41% | 30.90%+69.5pp | 68.23%+32.2pp | 160.62%-60.2pp |
| Employer contribution / active EE | $6,044 | $3,537+70.9% | $4,856+24.5% | $2,670+126.4% |
| Participant deferral / active EE | $11,109 | $6,404+73.5% | $7,758+43.2% | $4,125+169.3% |
| Admin fee / account holder | $1,276 | $6,975-81.7% | $10,762-88.1% | $5,651-77.4% |