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 | $10,122 | $165,335-93.9% | $149,696-93.2% | $158,922-93.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.74% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,013 | $5,103-80.1% | $4,644-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $3,349 | $7,181-53.4% | $6,842-51.1% | $5,982-44.0% |
| Admin fee / account holder | $2,541 | $10,807-76.5% | $9,309-72.7% | $11,246-77.4% |