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 | $12,747 | $159,602-92.0% | $150,045-91.5% | $142,382-91.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 17.30% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,483 | $4,961-49.9% | $4,693-47.1% | $4,299-42.2% |
| Participant deferral / active EE | $3,977 | $8,310-52.1% | $7,997-50.3% | $6,507-38.9% |
| Admin fee / account holder | $1,766 | $14,846-88.1% | $13,435-86.9% | $12,624-86.0% |