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 | $14,402 | $110,257-86.9% | $96,544-85.1% | $139,434-89.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 23.43% | 26.32%-2.9pp | 25.84%-2.4pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,746 | $3,620-51.8% | $2,965-41.1% | $4,751-63.2% |
| Participant deferral / active EE | $3,335 | $5,548-39.9% | $4,851-31.2% | $6,710-50.3% |
| Admin fee / account holder | $310 | $11,591-97.3% | $8,252-96.2% | $11,403-97.3% |