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 4-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 | $15,431 | $148,534-89.6% | $135,903-88.6% | $139,434-88.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 32.20% | 79.19%-47.0pp | 68.23%-36.0pp | 372.94%-340.7pp |
| Employer contribution / active EE | $2,385 | $5,243-54.5% | $4,856-50.9% | $4,751-49.8% |
| Participant deferral / active EE | $5,078 | $8,100-37.3% | $7,758-34.5% | $6,710-24.3% |
| Admin fee / account holder | $868 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |