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 | $14,305 | $179,726-92.0% | $156,263-90.8% | $142,382-90.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 15.21% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,640 | $5,069-67.7% | $4,333-62.2% | $4,299-61.9% |
| Participant deferral / active EE | $2,476 | $6,956-64.4% | $6,158-59.8% | $6,507-62.0% |
| Admin fee / account holder | $3,733 | $17,272-78.4% | $14,255-73.8% | $12,624-70.4% |