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 | $20,251 | $197,591-89.8% | $177,821-88.6% | $158,922-87.3% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 20.88% | 58.76%-37.9pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,594 | $6,697-76.2% | $5,918-73.1% | $4,761-66.5% |
| Participant deferral / active EE | $3,387 | $8,405-59.7% | $7,714-56.1% | $5,982-43.4% |
| Admin fee / account holder | $1,665 | $15,399-89.2% | $12,427-86.6% | $11,246-85.2% |