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 | $14,902 | $159,602-90.7% | $150,045-90.1% | $142,382-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.42% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,051 | $4,961-18.3% | $4,693-13.7% | $4,299-5.8% |
| Participant deferral / active EE | $4,727 | $8,310-43.1% | $7,997-40.9% | $6,507-27.4% |
| Admin fee / account holder | $417 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |