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 | $13,319 | $117,841-88.7% | $102,423-87.0% | $145,922-90.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 20.58% | 31.65%-11.1pp | 29.32%-8.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $5,096 | $3,615+41.0% | $3,023+68.5% | $4,660+9.4% |
| Participant deferral / active EE | $2,804 | $5,731-51.1% | $5,053-44.5% | $6,688-58.1% |
| Admin fee / account holder | $728 | $13,326-94.5% | $9,451-92.3% | $13,397-94.6% |