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 | $17,520 | $165,335-89.4% | $149,696-88.3% | $158,922-89.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 19.51% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,420 | $5,103-52.6% | $4,644-47.9% | $4,761-49.2% |
| Participant deferral / active EE | $5,230 | $7,181-27.2% | $6,842-23.6% | $5,982-12.6% |
| Admin fee / account holder | $1,561 | $10,807-85.6% | $9,309-83.2% | $11,246-86.1% |