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 | $15,920 | $157,256-89.9% | $141,162-88.7% | $152,861-89.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 19.51% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,865 | $5,261-64.6% | $4,735-60.6% | $4,762-60.8% |
| Participant deferral / active EE | $4,209 | $7,109-40.8% | $6,709-37.3% | $5,850-28.1% |
| Admin fee / account holder | $958 | $12,120-92.1% | $10,261-90.7% | $11,596-91.7% |