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 | $14,516 | $159,602-90.9% | $150,045-90.3% | $142,382-89.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 29.21% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $3,216 | $4,961-35.2% | $4,693-31.5% | $4,299-25.2% |
| Participant deferral / active EE | $11,323 | $8,310+36.2% | $7,997+41.6% | $6,507+74.0% |
| Admin fee / account holder | $4,452 | $14,846-70.0% | $13,435-66.9% | $12,624-64.7% |