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 8-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 | $17,858 | $197,591-91.0% | $177,821-90.0% | $158,922-88.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 27.41% | 58.76%-31.3pp | 48.32%-20.9pp | 302.83%-275.4pp |
| Employer contribution / active EE | $3,049 | $6,697-54.5% | $5,918-48.5% | $4,761-36.0% |
| Participant deferral / active EE | $7,540 | $8,405-10.3% | $7,714-2.3% | $5,982+26.0% |
| Admin fee / account holder | $386 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |