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 | $11,037 | $183,519-94.0% | $155,509-92.9% | $145,922-92.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 20.13% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,924 | $5,313-63.8% | $4,672-58.8% | $4,660-58.7% |
| Participant deferral / active EE | $4,495 | $6,462-30.4% | $5,626-20.1% | $6,688-32.8% |
| Admin fee / account holder | $1,835 | $19,313-90.5% | $15,912-88.5% | $13,397-86.3% |