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 | $14,845 | $148,534-90.0% | $135,903-89.1% | $139,434-89.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 43.08% | 79.19%-36.1pp | 68.23%-25.1pp | 372.94%-329.9pp |
| Employer contribution / active EE | $2,689 | $5,243-48.7% | $4,856-44.6% | $4,751-43.4% |
| Participant deferral / active EE | $6,896 | $8,100-14.9% | $7,758-11.1% | $6,710+2.8% |
| Admin fee / account holder | $381 | $12,400-96.9% | $10,762-96.5% | $11,403-96.7% |