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 | $22,116 | $91,538-75.8% | $129,995-83.0% | $75,163-70.6% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 17.29% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,098 | $2,845-26.3% | $4,320-51.4% | $2,670-21.4% |
| Participant deferral / active EE | $3,154 | $4,341-27.3% | $5,820-45.8% | $4,125-23.5% |
| Admin fee / account holder | $1,024 | $6,790-84.9% | $10,614-90.3% | $5,651-81.9% |