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 7-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 | $12,552 | $58,512-78.5% | $84,015-85.1% | $72,985-82.8% |
| Participation rate | 93.2% | 61.2%+32.0pp | 69.0%+24.2pp | 69.5%+23.7pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,785 | $1,163+225.5% | $1,983+90.8% | $2,440+55.1% |
| Participant deferral / active EE | $5,132 | $2,394+114.4% | $3,239+58.5% | $3,607+42.3% |
| Admin fee / account holder | $413 | $4,569-91.0% | $6,101-93.2% | $5,124-91.9% |