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 | $11,080 | $165,335-93.3% | $149,696-92.6% | $158,922-93.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 34.97% | 348.15%-313.2pp | 276.60%-241.6pp | 302.83%-267.9pp |
| Employer contribution / active EE | $2,261 | $5,103-55.7% | $4,644-51.3% | $4,761-52.5% |
| Participant deferral / active EE | $3,325 | $7,181-53.7% | $6,842-51.4% | $5,982-44.4% |
| Admin fee / account holder | $1,304 | $10,807-87.9% | $9,309-86.0% | $11,246-88.4% |