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 4-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 | $9,652 | $177,572-94.6% | $154,803-93.8% | $142,382-93.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 26.16% | 65.07%-38.9pp | 58.88%-32.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,498 | $4,810-48.1% | $4,305-42.0% | $4,299-41.9% |
| Participant deferral / active EE | $3,122 | $6,272-50.2% | $5,540-43.6% | $6,507-52.0% |
| Admin fee / account holder | $443 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |