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 | $24,523 | $162,781-84.9% | $133,956-81.7% | $158,922-84.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 18.88% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,835 | $4,975-63.1% | $3,919-53.2% | $4,761-61.5% |
| Participant deferral / active EE | $5,680 | $5,911-3.9% | $5,048+12.5% | $5,982-5.0% |
| Admin fee / account holder | $1,031 | $11,736-91.2% | $8,927-88.4% | $11,246-90.8% |