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 | $19,954 | $228,332-91.3% | $185,823-89.3% | $158,922-87.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 39.79% | 40.80%-1.0pp | 35.95%+3.8pp | 302.83%-263.0pp |
| Employer contribution / active EE | $3,479 | $4,967-30.0% | $4,087-14.9% | $4,761-26.9% |
| Participant deferral / active EE | $4,377 | $6,415-31.8% | $5,632-22.3% | $5,982-26.8% |
| Admin fee / account holder | $1,426 | $11,864-88.0% | $9,500-85.0% | $11,246-87.3% |