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 4-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 | $16,416 | $154,117-89.3% | $129,995-87.4% | $139,434-88.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 25.51% | 32.48%-7.0pp | -137.18%+162.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,873 | $5,289-45.7% | $4,320-33.5% | $4,751-39.5% |
| Participant deferral / active EE | $5,280 | $6,710-21.3% | $5,820-9.3% | $6,710-21.3% |
| Admin fee / account holder | $567 | $14,007-96.0% | $10,614-94.7% | $11,403-95.0% |