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 | $7,702 | $57,541-86.6% | $95,745-92.0% | $75,163-89.8% |
| Participation rate | 92.1% | 62.5%+29.6pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 50.97% | 34.93%+16.0pp | 28.35%+22.6pp | 160.62%-109.6pp |
| Employer contribution / active EE | $1,307 | $1,808-27.7% | $2,835-53.9% | $2,670-51.0% |
| Participant deferral / active EE | $3,264 | $3,074+6.2% | $4,245-23.1% | $4,125-20.9% |
| Admin fee / account holder | $946 | $4,099-76.9% | $5,678-83.3% | $5,651-83.3% |