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 | $17,983 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.8pp |
| Annual return | 40.98% | 111.85%-70.9pp | 71.39%-30.4pp | 81.00%-40.0pp |
| Employer contribution / active EE | $1,808 | $3,114-41.9% | $4,735-61.8% | $2,440-25.9% |
| Participant deferral / active EE | $4,334 | $5,418-20.0% | $6,709-35.4% | $3,607+20.1% |
| Admin fee / account holder | $553 | $5,958-90.7% | $10,261-94.6% | $5,124-89.2% |