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 | $17,076 | $176,056-90.3% | $159,436-89.3% | $167,490-89.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 21.22% | 331.75%-310.5pp | 263.57%-242.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,489 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $3,516 | $7,750-54.6% | $7,352-52.2% | $6,341-44.6% |
| Admin fee / account holder | $378 | $12,554-97.0% | $10,799-96.5% | $12,309-96.9% |