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 3-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 | $14,819 | $133,922-88.9% | $116,228-87.3% | $142,382-89.6% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.6%-1.2pp | 80.1%-6.8pp |
| Annual return | 17.72% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $918 | $3,446-73.4% | $2,994-69.3% | $4,299-78.6% |
| Participant deferral / active EE | $4,581 | $5,672-19.2% | $4,953-7.5% | $6,507-29.6% |
| Admin fee / account holder | $495 | $14,945-96.7% | $11,989-95.9% | $12,624-96.1% |