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 6-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 | $7,072 | $115,770-93.9% | $101,248-93.0% | $158,922-95.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.12% | 56.14%-16.0pp | 46.47%-6.3pp | 302.83%-262.7pp |
| Employer contribution / active EE | $1,764 | $4,175-57.7% | $3,660-51.8% | $4,761-63.0% |
| Participant deferral / active EE | $3,301 | $4,957-33.4% | $4,370-24.5% | $5,982-44.8% |
| Admin fee / account holder | $784 | $7,245-89.2% | $5,945-86.8% | $11,246-93.0% |