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 | $12,340 | $159,602-92.3% | $150,045-91.8% | $142,382-91.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 23.09% | 70.24%-47.1pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,437 | $4,961-71.0% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $4,241 | $8,310-49.0% | $7,997-47.0% | $6,507-34.8% |
| Admin fee / account holder | $2,269 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |