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 8-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 | $14,629 | $124,319-88.2% | $111,297-86.9% | $167,490-91.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 16.72% | 37.44%-20.7pp | 54.65%-37.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,412 | $3,435-58.9% | $2,731-48.3% | $4,837-70.8% |
| Participant deferral / active EE | $4,473 | $5,180-13.7% | $4,487-0.3% | $6,341-29.5% |
| Admin fee / account holder | $663 | $10,618-93.8% | $7,964-91.7% | $12,309-94.6% |