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 | $4,519 | $163,101-97.2% | $136,749-96.7% | $142,382-96.8% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 13.81% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,042 | $4,117-74.7% | $3,400-69.4% | $4,299-75.8% |
| Participant deferral / active EE | $1,689 | $5,585-69.8% | $4,692-64.0% | $6,507-74.0% |
| Admin fee / account holder | $1,719 | $14,318-88.0% | $11,386-84.9% | $12,624-86.4% |