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 | $13,675 | $93,571-85.4% | $135,903-89.9% | $75,163-81.8% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 36.50% | 30.90%+5.6pp | 68.23%-31.7pp | 160.62%-124.1pp |
| Employer contribution / active EE | $2,666 | $3,537-24.6% | $4,856-45.1% | $2,670-0.1% |
| Participant deferral / active EE | $6,800 | $6,404+6.2% | $7,758-12.3% | $4,125+64.8% |
| Admin fee / account holder | $459 | $6,975-93.4% | $10,762-95.7% | $5,651-91.9% |