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 | $12,066 | $228,332-94.7% | $185,823-93.5% | $158,922-92.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 20.37% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,101 | $4,967-57.7% | $4,087-48.6% | $4,761-55.9% |
| Participant deferral / active EE | $3,444 | $6,415-46.3% | $5,632-38.9% | $5,982-42.4% |
| Admin fee / account holder | $318 | $11,864-97.3% | $9,500-96.7% | $11,246-97.2% |