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 | $13,936 | $148,534-90.6% | $135,903-89.7% | $139,434-90.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 40.53% | 79.19%-38.7pp | 68.23%-27.7pp | 372.94%-332.4pp |
| Employer contribution / active EE | $5,713 | $5,243+9.0% | $4,856+17.6% | $4,751+20.2% |
| Participant deferral / active EE | $9,472 | $8,100+16.9% | $7,758+22.1% | $6,710+41.2% |
| Admin fee / account holder | $2,868 | $12,400-76.9% | $10,762-73.4% | $11,403-74.9% |