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 5-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 | $12,352 | $175,202-92.9% | $149,673-91.7% | $139,434-91.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 10.86% | 166.71%-155.8pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,804 | $5,474-67.1% | $4,818-62.6% | $4,751-62.0% |
| Participant deferral / active EE | $2,121 | $6,519-67.5% | $5,680-62.7% | $6,710-68.4% |
| Admin fee / account holder | $973 | $16,150-94.0% | $13,210-92.6% | $11,403-91.5% |