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 | $16,566 | $209,411-92.1% | $178,490-90.7% | $158,922-89.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.72% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,304 | $5,706-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $2,437 | $5,954-59.1% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $621 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |