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 | $16,872 | $214,378-92.1% | $200,582-91.6% | $142,382-88.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 51.02% | 46.41%+4.6pp | 42.33%+8.7pp | 217.08%-166.1pp |
| Employer contribution / active EE | $3,282 | $6,841-52.0% | $6,419-48.9% | $4,299-23.7% |
| Participant deferral / active EE | $9,043 | $9,865-8.3% | $9,331-3.1% | $6,507+39.0% |
| Admin fee / account holder | $1,242 | $17,692-93.0% | $16,305-92.4% | $12,624-90.2% |