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 8-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 | $25,201 | $86,286-70.8% | $111,297-77.4% | $85,850-70.6% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 50.99% | 19.99%+31.0pp | 54.65%-3.7pp | 318.53%-267.5pp |
| Employer contribution / active EE | $1,714 | $2,043-16.1% | $2,731-37.2% | $2,565-33.2% |
| Participant deferral / active EE | $4,047 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $557 | $8,188-93.2% | $7,964-93.0% | $6,260-91.1% |