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 7-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 | $9,607 | $64,324-85.1% | $118,925-91.9% | $79,858-88.0% |
| Participation rate | 82.6% | 64.9%+17.8pp | 75.4%+7.2pp | 69.6%+13.0pp |
| Annual return | 24.89% | 86.45%-61.6pp | 35.88%-11.0pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,364 | $1,836+28.7% | $3,263-27.6% | $2,471-4.3% |
| Participant deferral / active EE | $2,521 | $2,824-10.7% | $4,265-40.9% | $3,740-32.6% |
| Admin fee / account holder | $2,060 | $4,040-49.0% | $6,581-68.7% | $5,306-61.2% |