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 | $17,065 | $162,781-89.5% | $133,956-87.3% | $158,922-89.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 16.61% | 41.94%-25.3pp | 45.09%-28.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,233 | $4,975-55.1% | $3,919-43.0% | $4,761-53.1% |
| Participant deferral / active EE | $5,743 | $5,911-2.8% | $5,048+13.8% | $5,982-4.0% |
| Admin fee / account holder | $3,914 | $11,736-66.7% | $8,927-56.2% | $11,246-65.2% |