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 6-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 | $18,120 | $154,117-88.2% | $129,995-86.1% | $139,434-87.0% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 23.27% | 32.48%-9.2pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,879 | $5,289-45.6% | $4,320-33.3% | $4,751-39.4% |
| Participant deferral / active EE | $7,169 | $6,710+6.8% | $5,820+23.2% | $6,710+6.8% |
| Admin fee / account holder | $332 | $14,007-97.6% | $10,614-96.9% | $11,403-97.1% |