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 | $13,537 | $53,127-74.5% | $86,590-84.4% | $70,131-80.7% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 47.86% | 27.66%+20.2pp | 964.84%-917.0pp | 73.14%-25.3pp |
| Employer contribution / active EE | $2,169 | $2,068+4.9% | $2,839-23.6% | $2,342-7.4% |
| Participant deferral / active EE | $2,048 | $2,696-24.0% | $3,609-43.3% | $3,332-38.5% |
| Admin fee / account holder | $8,951 | $3,585+149.6% | $4,906+82.5% | $4,645+92.7% |