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 9-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 | $17,545 | $198,466-91.2% | $170,442-89.7% | $147,584-88.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 26.01% | 257.29%-231.3pp | 205.93%-179.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $2,105 | $6,184-66.0% | $5,433-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $4,872 | $5,629-13.5% | $4,939-1.4% | $5,439-10.4% |
| Admin fee / account holder | $456 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |