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 | $10,305 | $177,572-94.2% | $154,803-93.3% | $142,382-92.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 26.04% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,459 | $4,810-69.7% | $4,305-66.1% | $4,299-66.1% |
| Participant deferral / active EE | $2,495 | $6,272-60.2% | $5,540-55.0% | $6,507-61.7% |
| Admin fee / account holder | $1,571 | $16,786-90.6% | $14,329-89.0% | $12,624-87.6% |