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 | $17,414 | $110,257-84.2% | $96,544-82.0% | $139,434-87.5% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.7pp | 80.3%-8.1pp |
| Annual return | 34.40% | 26.32%+8.1pp | 25.84%+8.6pp | 372.94%-338.5pp |
| Employer contribution / active EE | $2,830 | $3,620-21.8% | $2,965-4.5% | $4,751-40.4% |
| Participant deferral / active EE | $3,692 | $5,548-33.5% | $4,851-23.9% | $6,710-45.0% |
| Admin fee / account holder | $437 | $11,591-96.2% | $8,252-94.7% | $11,403-96.2% |