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 | $11,651 | $159,602-92.7% | $150,045-92.2% | $142,382-91.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 22.81% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,168 | $4,961-76.5% | $4,693-75.1% | $4,299-72.8% |
| Participant deferral / active EE | $3,043 | $8,310-63.4% | $7,997-62.0% | $6,507-53.2% |
| Admin fee / account holder | $3,837 | $14,846-74.2% | $13,435-71.4% | $12,624-69.6% |