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 5-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 | $13,672 | $183,519-92.6% | $155,509-91.2% | $145,922-90.6% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 9.74% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,429 | $5,313-73.1% | $4,672-69.4% | $4,660-69.3% |
| Participant deferral / active EE | $2,818 | $6,462-56.4% | $5,626-49.9% | $6,688-57.9% |
| Admin fee / account holder | $615 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |