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 | $14,961 | $165,335-91.0% | $149,696-90.0% | $158,922-90.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 22.27% | 348.15%-325.9pp | 276.60%-254.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,431 | $5,103-52.4% | $4,644-47.6% | $4,761-48.9% |
| Participant deferral / active EE | $4,590 | $7,181-36.1% | $6,842-32.9% | $5,982-23.3% |
| Admin fee / account holder | $1,585 | $10,807-85.3% | $9,309-83.0% | $11,246-85.9% |