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 | $10,597 | $111,754-90.5% | $103,333-89.7% | $145,922-92.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 20.54% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,715 | $4,212-59.3% | $3,868-55.7% | $4,660-63.2% |
| Participant deferral / active EE | $2,293 | $5,619-59.2% | $5,057-54.7% | $6,688-65.7% |
| Admin fee / account holder | $582 | $9,750-94.0% | $8,355-93.0% | $13,397-95.7% |