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 | $16,377 | $197,591-91.7% | $177,821-90.8% | $158,922-89.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 12.18% | 58.76%-46.6pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,519 | $6,697-77.3% | $5,918-74.3% | $4,761-68.1% |
| Participant deferral / active EE | $4,510 | $8,405-46.3% | $7,714-41.5% | $5,982-24.6% |
| Admin fee / account holder | $60,887 | $15,399+295.4% | $12,427+389.9% | $11,246+441.4% |