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 | $17,864 | $176,056-89.9% | $159,436-88.8% | $167,490-89.3% |
| Participation rate | 73.7% | 84.9%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 13.89% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,163 | $5,297-78.0% | $4,829-75.9% | $4,837-75.9% |
| Participant deferral / active EE | $2,841 | $7,750-63.3% | $7,352-61.4% | $6,341-55.2% |
| Admin fee / account holder | $1,949 | $12,554-84.5% | $10,799-81.9% | $12,309-84.2% |