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 5-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 | $13,110 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.02% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,957 | $5,474-64.3% | $4,818-59.4% | $4,751-58.8% |
| Participant deferral / active EE | $3,007 | $6,519-53.9% | $5,680-47.1% | $6,710-55.2% |
| Admin fee / account holder | $354 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |