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 10-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 | $8,799 | $154,117-94.3% | $129,995-93.2% | $139,434-93.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 13.68% | 32.48%-18.8pp | -137.18%+150.9pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,411 | $5,289-73.3% | $4,320-67.3% | $4,751-70.3% |
| Participant deferral / active EE | $2,215 | $6,710-67.0% | $5,820-61.9% | $6,710-67.0% |
| Admin fee / account holder | $5,875 | $14,007-58.1% | $10,614-44.7% | $11,403-48.5% |