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 3-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 | $10,412 | $179,726-94.2% | $156,263-93.3% | $142,382-92.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 28.63% | 77.86%-49.2pp | 59.47%-30.8pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,455 | $5,069-51.6% | $4,333-43.3% | $4,299-42.9% |
| Participant deferral / active EE | $3,855 | $6,956-44.6% | $6,158-37.4% | $6,507-40.8% |
| Admin fee / account holder | $319 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |