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 3-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 | $17,534 | $109,881-84.0% | $150,045-88.3% | $84,808-79.3% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 49.01% | 28.25%+20.8pp | 62.55%-13.5pp | 40.90%+8.1pp |
| Employer contribution / active EE | $2,988 | $3,561-16.1% | $4,693-36.3% | $2,631+13.6% |
| Participant deferral / active EE | $5,873 | $6,636-11.5% | $7,997-26.6% | $4,212+39.5% |
| Admin fee / account holder | $409 | $8,568-95.2% | $13,435-97.0% | $7,344-94.4% |