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 9-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 | $16,696 | $157,256-89.4% | $141,162-88.2% | $152,861-89.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 26.75% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,879 | $5,261-64.3% | $4,735-60.3% | $4,762-60.6% |
| Participant deferral / active EE | $4,308 | $7,109-39.4% | $6,709-35.8% | $5,850-26.4% |
| Admin fee / account holder | $5,212 | $12,120-57.0% | $10,261-49.2% | $11,596-55.1% |