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 | $16,551 | $176,377-90.6% | $134,143-87.7% | $158,922-89.6% |
| Participation rate | 70.8% | 78.7%-7.9pp | 72.2%-1.3pp | 82.0%-11.1pp |
| Annual return | 24.59% | 63.63%-39.0pp | 36.33%-11.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,204 | $5,040-76.1% | $3,704-67.5% | $4,761-74.7% |
| Participant deferral / active EE | $1,724 | $4,091-57.9% | $3,499-50.7% | $5,982-71.2% |
| Admin fee / account holder | $807 | $8,718-90.7% | $6,684-87.9% | $11,246-92.8% |