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 5-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 | $14,047 | $148,534-90.5% | $135,903-89.7% | $139,434-89.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 52.01% | 79.19%-27.2pp | 68.23%-16.2pp | 372.94%-320.9pp |
| Employer contribution / active EE | $2,336 | $5,243-55.4% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $4,235 | $8,100-47.7% | $7,758-45.4% | $6,710-36.9% |
| Admin fee / account holder | $1,158 | $12,400-90.7% | $10,762-89.2% | $11,403-89.8% |