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 5-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 | $18,079 | $214,378-91.6% | $200,582-91.0% | $142,382-87.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 17.36% | 46.41%-29.0pp | 42.33%-25.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,865 | $6,841-72.7% | $6,419-70.9% | $4,299-56.6% |
| Participant deferral / active EE | $3,376 | $9,865-65.8% | $9,331-63.8% | $6,507-48.1% |
| Admin fee / account holder | $1,074 | $17,692-93.9% | $16,305-93.4% | $12,624-91.5% |