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 4-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 | $13,878 | $148,978-90.7% | $200,582-93.1% | $84,808-83.6% |
| Participation rate | 86.4% | 84.2%+2.2pp | 86.9%-0.4pp | 68.3%+18.1pp |
| Annual return | 59.04% | 28.16%+30.9pp | 42.33%+16.7pp | 40.90%+18.1pp |
| Employer contribution / active EE | $1,945 | $4,815-59.6% | $6,419-69.7% | $2,631-26.1% |
| Participant deferral / active EE | $5,591 | $7,142-21.7% | $9,331-40.1% | $4,212+32.8% |
| Admin fee / account holder | $734 | $13,977-94.7% | $16,305-95.5% | $7,344-90.0% |