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 9-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 | $16,056 | $80,968-80.2% | $96,544-83.4% | $75,163-78.6% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 16.66% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,228 | $2,282-2.3% | $2,965-24.8% | $2,670-16.5% |
| Participant deferral / active EE | $3,315 | $3,928-15.6% | $4,851-31.7% | $4,125-19.6% |
| Admin fee / account holder | $7,184 | $6,724+6.8% | $8,252-13.0% | $5,651+27.1% |