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 3-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 | $10,584 | $177,572-94.0% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 34.44% | 65.07%-30.6pp | 58.88%-24.4pp | 217.08%-182.6pp |
| Employer contribution / active EE | $2,413 | $4,810-49.8% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $3,883 | $6,272-38.1% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $2,300 | $16,786-86.3% | $14,329-83.9% | $12,624-81.8% |