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 | $7,031 | $111,724-93.7% | $93,606-92.5% | $145,922-95.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 15.98% | 202.98%-187.0pp | 133.20%-117.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,043 | $3,090-66.2% | $2,420-56.9% | $4,660-77.6% |
| Participant deferral / active EE | $2,331 | $4,912-52.5% | $4,411-47.2% | $6,688-65.1% |
| Admin fee / account holder | $797 | $10,250-92.2% | $8,285-90.4% | $13,397-94.1% |