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 | $11,816 | $105,126-88.8% | $94,646-87.5% | $139,434-91.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 27.69% | 38.03%-10.3pp | 156.71%-129.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,924 | $4,106-53.1% | $3,672-47.6% | $4,751-59.5% |
| Participant deferral / active EE | $5,216 | $7,599-31.4% | $7,418-29.7% | $6,710-22.3% |
| Admin fee / account holder | $1,219 | $8,984-86.4% | $7,231-83.1% | $11,403-89.3% |