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 6-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 | $14,576 | $117,841-87.6% | $102,423-85.8% | $145,922-90.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 18.88% | 31.65%-12.8pp | 29.32%-10.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,304 | $3,615-63.9% | $3,023-56.9% | $4,660-72.0% |
| Participant deferral / active EE | $2,772 | $5,731-51.6% | $5,053-45.1% | $6,688-58.5% |
| Admin fee / account holder | $316 | $13,326-97.6% | $9,451-96.7% | $13,397-97.6% |