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 8-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 | $19,136 | $165,335-88.4% | $149,696-87.2% | $158,922-88.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.10% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,883 | $5,103-63.1% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $3,096 | $7,181-56.9% | $6,842-54.7% | $5,982-48.2% |
| Admin fee / account holder | $1,591 | $10,807-85.3% | $9,309-82.9% | $11,246-85.8% |