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 | $24,353 | $201,272-87.9% | $184,203-86.8% | $145,922-83.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 28.19% | 29.00%-0.8pp | 28.81%-0.6pp | 561.29%-533.1pp |
| Employer contribution / active EE | $3,556 | $7,022-49.4% | $6,427-44.7% | $4,660-23.7% |
| Participant deferral / active EE | $5,759 | $9,806-41.3% | $9,131-36.9% | $6,688-13.9% |
| Admin fee / account holder | $1,490 | $16,364-90.9% | $13,901-89.3% | $13,397-88.9% |