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 7-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 | $19,672 | $176,056-88.8% | $159,436-87.7% | $167,490-88.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 18.00% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,489 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $6,469 | $7,750-16.5% | $7,352-12.0% | $6,341+2.0% |
| Admin fee / account holder | $392 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |