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 | $20,905 | $157,256-86.7% | $141,162-85.2% | $152,861-86.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 29.82% | 64.32%-34.5pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $5,205 | $5,261-1.1% | $4,735+9.9% | $4,762+9.3% |
| Participant deferral / active EE | $10,154 | $7,109+42.8% | $6,709+51.3% | $5,850+73.6% |
| Admin fee / account holder | $7,017 | $12,120-42.1% | $10,261-31.6% | $11,596-39.5% |