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 | $13,960 | $201,272-93.1% | $184,203-92.4% | $145,922-90.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 29.17% | 29.00%+0.2pp | 28.81%+0.4pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,569 | $7,022-77.7% | $6,427-75.6% | $4,660-66.3% |
| Participant deferral / active EE | $4,364 | $9,806-55.5% | $9,131-52.2% | $6,688-34.7% |
| Admin fee / account holder | $503 | $16,364-96.9% | $13,901-96.4% | $13,397-96.2% |