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 | $13,393 | $110,257-87.9% | $96,544-86.1% | $139,434-90.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 10.60% | 26.32%-15.7pp | 25.84%-15.2pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,111 | $3,620-69.3% | $2,965-62.5% | $4,751-76.6% |
| Participant deferral / active EE | $2,387 | $5,548-57.0% | $4,851-50.8% | $6,710-64.4% |
| Admin fee / account holder | $4,838 | $11,591-58.3% | $8,252-41.4% | $11,403-57.6% |