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 | $12,436 | $124,281-90.0% | $109,143-88.6% | $167,490-92.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 18.21% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,667 | $4,207-12.8% | $3,722-1.5% | $4,837-24.2% |
| Participant deferral / active EE | $3,759 | $5,255-28.5% | $4,653-19.2% | $6,341-40.7% |
| Admin fee / account holder | $1,936 | $7,970-75.7% | $6,752-71.3% | $12,309-84.3% |