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 | $17,209 | $228,332-92.5% | $185,823-90.7% | $158,922-89.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 37.85% | 40.80%-3.0pp | 35.95%+1.9pp | 302.83%-265.0pp |
| Employer contribution / active EE | $2,138 | $4,967-57.0% | $4,087-47.7% | $4,761-55.1% |
| Participant deferral / active EE | $4,179 | $6,415-34.9% | $5,632-25.8% | $5,982-30.1% |
| Admin fee / account holder | $5,545 | $11,864-53.3% | $9,500-41.6% | $11,246-50.7% |