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 4-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 | $15,835 | $117,841-86.6% | $102,423-84.5% | $145,922-89.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 21.64% | 31.65%-10.0pp | 29.32%-7.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,312 | $3,615-63.7% | $3,023-56.6% | $4,660-71.9% |
| Participant deferral / active EE | $3,206 | $5,731-44.1% | $5,053-36.6% | $6,688-52.1% |
| Admin fee / account holder | $1,552 | $13,326-88.4% | $9,451-83.6% | $13,397-88.4% |