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 | $13,323 | $183,519-92.7% | $155,509-91.4% | $145,922-90.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.74% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,190 | $5,313-77.6% | $4,672-74.5% | $4,660-74.5% |
| Participant deferral / active EE | $3,012 | $6,462-53.4% | $5,626-46.5% | $6,688-55.0% |
| Admin fee / account holder | $1,170 | $19,313-93.9% | $15,912-92.6% | $13,397-91.3% |