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 5-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 | $12,065 | $175,202-93.1% | $149,673-91.9% | $139,434-91.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.06% | 166.71%-145.6pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,621 | $5,474-70.4% | $4,818-66.4% | $4,751-65.9% |
| Participant deferral / active EE | $3,155 | $6,519-51.6% | $5,680-44.5% | $6,710-53.0% |
| Admin fee / account holder | $7,557 | $16,150-53.2% | $13,210-42.8% | $11,403-33.7% |