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 8-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 | $8,827 | $157,256-94.4% | $141,162-93.7% | $152,861-94.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 37.43% | 64.32%-26.9pp | 71.39%-34.0pp | 345.32%-307.9pp |
| Employer contribution / active EE | $2,688 | $5,261-48.9% | $4,735-43.2% | $4,762-43.6% |
| Participant deferral / active EE | $3,709 | $7,109-47.8% | $6,709-44.7% | $5,850-36.6% |
| Admin fee / account holder | $371 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |