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 3-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 | $14,155 | $159,602-91.1% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.39% | 70.24%-46.8pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,849 | $4,961-42.6% | $4,693-39.3% | $4,299-33.7% |
| Participant deferral / active EE | $3,773 | $8,310-54.6% | $7,997-52.8% | $6,507-42.0% |
| Admin fee / account holder | $481 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |