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 6-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 | $17,141 | $89,753-80.9% | $107,525-84.1% | $84,808-79.8% |
| Participation rate | 83.1% | 68.1%+15.0pp | 75.1%+8.0pp | 68.3%+14.7pp |
| Annual return | 17.96% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,401 | $3,113-55.0% | $3,754-62.7% | $2,631-46.7% |
| Participant deferral / active EE | $3,786 | $4,056-6.7% | $5,116-26.0% | $4,212-10.1% |
| Admin fee / account holder | $1,440 | $7,222-80.1% | $8,919-83.9% | $7,344-80.4% |