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 | $18,535 | $227,553-91.9% | $189,557-90.2% | $167,490-88.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.52% | 78.40%-63.9pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,727 | $5,316-67.5% | $4,412-60.9% | $4,837-64.3% |
| Participant deferral / active EE | $1,543 | $7,002-78.0% | $6,174-75.0% | $6,341-75.7% |
| Admin fee / account holder | $405 | $11,878-96.6% | $9,807-95.9% | $12,309-96.7% |