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 4-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 | $17,965 | $96,128-81.3% | $136,007-86.8% | $80,856-77.8% |
| Participation rate | 70.7% | 71.2%-0.5pp | 76.5%-5.7pp | 67.6%+3.1pp |
| Annual return | 18.02% | 28.71%-10.7pp | 579.32%-561.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,896 | $3,351-43.4% | $4,217-55.0% | $2,755-31.2% |
| Participant deferral / active EE | $2,409 | $5,709-57.8% | $7,025-65.7% | $4,296-43.9% |
| Admin fee / account holder | $844 | $8,236-89.8% | $6,858-87.7% | $6,918-87.8% |