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 5-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 | $15,355 | $159,602-90.4% | $150,045-89.8% | $142,382-89.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 45.05% | 70.24%-25.2pp | 62.55%-17.5pp | 217.08%-172.0pp |
| Employer contribution / active EE | $1,727 | $4,961-65.2% | $4,693-63.2% | $4,299-59.8% |
| Participant deferral / active EE | $6,571 | $8,310-20.9% | $7,997-17.8% | $6,507+1.0% |
| Admin fee / account holder | $390 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |