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 7-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 | $12,130 | $110,257-89.0% | $96,544-87.4% | $139,434-91.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 31.18% | 26.32%+4.9pp | 25.84%+5.3pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,143 | $3,620-40.8% | $2,965-27.7% | $4,751-54.9% |
| Participant deferral / active EE | $2,977 | $5,548-46.3% | $4,851-38.6% | $6,710-55.6% |
| Admin fee / account holder | $656 | $11,591-94.3% | $8,252-92.1% | $11,403-94.2% |