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 | $15,606 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 18.00% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,630 | $5,474-70.2% | $4,818-66.2% | $4,751-65.7% |
| Participant deferral / active EE | $2,304 | $6,519-64.7% | $5,680-59.4% | $6,710-65.7% |
| Admin fee / account holder | $788 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |