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 9-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 | $11,553 | $73,933-84.4% | $96,683-88.1% | $75,163-84.6% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 18.07% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,918 | $2,928-0.3% | $3,737-21.9% | $2,670+9.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,096 | $5,216-79.0% | $6,730-83.7% | $5,651-80.6% |