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 7-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 | $14,236 | $165,335-91.4% | $149,696-90.5% | $158,922-91.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 28.63% | 348.15%-319.5pp | 276.60%-248.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,632 | $5,103-48.4% | $4,644-43.3% | $4,761-44.7% |
| Participant deferral / active EE | $4,752 | $7,181-33.8% | $6,842-30.6% | $5,982-20.6% |
| Admin fee / account holder | $1,151 | $10,807-89.3% | $9,309-87.6% | $11,246-89.8% |