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 8-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 | $8,340 | $64,324-87.0% | $118,925-93.0% | $79,858-89.6% |
| Participation rate | 98.4% | 64.9%+33.6pp | 75.4%+23.0pp | 69.6%+28.8pp |
| Annual return | 21.94% | 86.45%-64.5pp | 35.88%-13.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,947 | $2,824+4.4% | $4,265-30.9% | $3,740-21.2% |
| Admin fee / account holder | $680 | $4,040-83.2% | $6,581-89.7% | $5,306-87.2% |