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 | $25,791 | $152,587-83.1% | $125,175-79.4% | $152,861-83.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 26.83% | 54.84%-28.0pp | 43.79%-17.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,467 | $4,946-70.3% | $3,865-62.0% | $4,762-69.2% |
| Participant deferral / active EE | $2,019 | $5,868-65.6% | $4,937-59.1% | $5,850-65.5% |
| Admin fee / account holder | $2,721 | $13,434-79.7% | $9,702-72.0% | $11,596-76.5% |