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 | $14,593 | $183,519-92.0% | $155,509-90.6% | $145,922-90.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 18.63% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,253 | $5,313-57.6% | $4,672-51.8% | $4,660-51.6% |
| Participant deferral / active EE | $4,346 | $6,462-32.7% | $5,626-22.8% | $6,688-35.0% |
| Admin fee / account holder | $974 | $19,313-95.0% | $15,912-93.9% | $13,397-92.7% |