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 | $19,878 | $214,378-90.7% | $200,582-90.1% | $142,382-86.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 16.78% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,620 | $6,841-61.7% | $6,419-59.2% | $4,299-39.1% |
| Participant deferral / active EE | $7,868 | $9,865-20.2% | $9,331-15.7% | $6,507+20.9% |
| Admin fee / account holder | $4,258 | $17,692-75.9% | $16,305-73.9% | $12,624-66.3% |