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 8-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 | $12,144 | $93,571-87.0% | $135,903-91.1% | $75,163-83.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 27.92% | 30.90%-3.0pp | 68.23%-40.3pp | 160.62%-132.7pp |
| Employer contribution / active EE | $3,020 | $3,537-14.6% | $4,856-37.8% | $2,670+13.1% |
| Participant deferral / active EE | $3,959 | $6,404-38.2% | $7,758-49.0% | $4,125-4.0% |
| Admin fee / account holder | $632 | $6,975-90.9% | $10,762-94.1% | $5,651-88.8% |