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 | $17,040 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 31.61% | 348.15%-316.5pp | 276.60%-245.0pp | 302.83%-271.2pp |
| Employer contribution / active EE | $2,090 | $5,103-59.1% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $6,839 | $7,181-4.8% | $6,8420% | $5,982+14.3% |
| Admin fee / account holder | $755 | $10,807-93.0% | $9,309-91.9% | $11,246-93.3% |