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 | $18,721 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 22.81% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $922 | $5,103-81.9% | $4,644-80.2% | $4,761-80.6% |
| Participant deferral / active EE | $2,608 | $7,181-63.7% | $6,842-61.9% | $5,982-56.4% |
| Admin fee / account holder | $528 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |