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 | $6,919 | $142,405-95.1% | $115,157-94.0% | $152,861-95.5% |
| Participation rate | 92.9% | 82.4%+10.5pp | 75.9%+17.0pp | 82.4%+10.4pp |
| Annual return | 41.15% | 41.48%-0.3pp | 35.60%+5.5pp | 345.32%-304.2pp |
| Employer contribution / active EE | $2,194 | $4,010-45.3% | $3,179-31.0% | $4,762-53.9% |
| Participant deferral / active EE | $2,480 | $5,164-52.0% | $4,168-40.5% | $5,850-57.6% |
| Admin fee / account holder | $429 | $8,462-94.9% | $7,088-93.9% | $11,596-96.3% |