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 | $16,339 | $124,319-86.9% | $111,297-85.3% | $167,490-90.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.61% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,025 | $3,435-41.0% | $2,731-25.8% | $4,837-58.1% |
| Participant deferral / active EE | $2,790 | $5,180-46.1% | $4,487-37.8% | $6,341-56.0% |
| Admin fee / account holder | $461 | $10,618-95.7% | $7,964-94.2% | $12,309-96.3% |