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 | $14,381 | $183,519-92.2% | $155,509-90.8% | $145,922-90.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.84% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,443 | $5,313-54.0% | $4,672-47.7% | $4,660-47.6% |
| Participant deferral / active EE | $4,441 | $6,462-31.3% | $5,626-21.1% | $6,688-33.6% |
| Admin fee / account holder | $3,325 | $19,313-82.8% | $15,912-79.1% | $13,397-75.2% |