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 | $16,911 | $165,984-89.8% | $164,813-89.7% | $145,922-88.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.43% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,510 | $5,273-52.4% | $4,341-42.2% | $4,660-46.1% |
| Participant deferral / active EE | $3,610 | $6,959-48.1% | $6,031-40.1% | $6,688-46.0% |
| Admin fee / account holder | $918 | $16,648-94.5% | $12,690-92.8% | $13,397-93.1% |