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 7-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 | $19,076 | $197,591-90.3% | $177,821-89.3% | $158,922-88.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 26.81% | 58.76%-31.9pp | 48.32%-21.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,515 | $6,697-77.4% | $5,918-74.4% | $4,761-68.2% |
| Participant deferral / active EE | $4,783 | $8,405-43.1% | $7,714-38.0% | $5,982-20.1% |
| Admin fee / account holder | $980 | $15,399-93.6% | $12,427-92.1% | $11,246-91.3% |