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 9-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 | $17,133 | $227,553-92.5% | $189,557-91.0% | $167,490-89.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.43% | 78.40%-62.0pp | 64.17%-47.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $881 | $5,316-83.4% | $4,412-80.0% | $4,837-81.8% |
| Participant deferral / active EE | $2,039 | $7,002-70.9% | $6,174-67.0% | $6,341-67.8% |
| Admin fee / account holder | $3,275 | $11,878-72.4% | $9,807-66.6% | $12,309-73.4% |