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 | $13,708 | $185,822-92.6% | $169,993-91.9% | $139,434-90.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.48% | 60.50%-36.0pp | 53.37%-28.9pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,721 | $7,590-51.0% | $6,785-45.2% | $4,751-21.7% |
| Participant deferral / active EE | $5,021 | $11,622-56.8% | $10,408-51.8% | $6,710-25.2% |
| Admin fee / account holder | $3,310 | $15,381-78.5% | $12,815-74.2% | $11,403-71.0% |