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 | $8,739 | $89,753-90.3% | $107,525-91.9% | $84,808-89.7% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 24.46% | 29.48%-5.0pp | 181.32%-156.9pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,344 | $3,113-56.8% | $3,754-64.2% | $2,631-48.9% |
| Participant deferral / active EE | $2,072 | $4,056-48.9% | $5,116-59.5% | $4,212-50.8% |
| Admin fee / account holder | $726 | $7,222-89.9% | $8,919-91.9% | $7,344-90.1% |