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 6-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 | $13,997 | $148,534-90.6% | $135,903-89.7% | $139,434-90.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.86% | 79.19%-56.3pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,884 | $5,243-64.1% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $4,595 | $8,100-43.3% | $7,758-40.8% | $6,710-31.5% |
| Admin fee / account holder | $5,707 | $12,400-54.0% | $10,762-47.0% | $11,403-50.0% |