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 | $14,380 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 27.59% | 70.24%-42.6pp | 62.55%-35.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,432 | $4,961-51.0% | $4,693-48.2% | $4,299-43.4% |
| Participant deferral / active EE | $5,349 | $8,310-35.6% | $7,997-33.1% | $6,507-17.8% |
| Admin fee / account holder | $431 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |