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 9-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 | $11,616 | $165,335-93.0% | $149,696-92.2% | $158,922-92.7% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 18.86% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,340 | $5,103-73.7% | $4,644-71.1% | $4,761-71.8% |
| Participant deferral / active EE | $2,834 | $7,181-60.5% | $6,842-58.6% | $5,982-52.6% |
| Admin fee / account holder | $2,143 | $10,807-80.2% | $9,309-77.0% | $11,246-80.9% |