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 8-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 | $9,033 | $58,828-84.6% | $77,999-88.4% | $62,891-85.6% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 17.32% | 17.16%+0.2pp | 425.96%-408.6pp | 20.14%-2.8pp |
| Employer contribution / active EE | $979 | $1,672-41.4% | $2,470-60.4% | $2,281-57.1% |
| Participant deferral / active EE | $1,464 | $2,686-45.5% | $3,497-58.1% | $3,203-54.3% |
| Admin fee / account holder | $1,725 | $4,393-60.7% | $5,480-68.5% | $4,296-59.8% |