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 | $14,472 | $118,450-87.8% | $98,439-85.3% | $139,434-89.6% |
| Participation rate | 79.2% | 77.4%+1.7pp | 75.2%+4.0pp | 80.3%-1.2pp |
| Annual return | 25.45% | 18.94%+6.5pp | 21.16%+4.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,951 | $3,609-45.9% | $3,048-36.0% | $4,751-58.9% |
| Participant deferral / active EE | $3,992 | $5,392-26.0% | $4,738-15.7% | $6,710-40.5% |
| Admin fee / account holder | $675 | $14,026-95.2% | $8,948-92.5% | $11,403-94.1% |