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 9-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 | $10,037 | $85,766-88.3% | $136,294-92.6% | $70,131-85.7% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 34.35% | 31.45%+2.9pp | 5155.94%-5121.6pp | 73.14%-38.8pp |
| Employer contribution / active EE | $1,880 | $2,966-36.6% | $4,695-60.0% | $2,342-19.7% |
| Participant deferral / active EE | $3,358 | $5,051-33.5% | $6,247-46.3% | $3,332+0.8% |
| Admin fee / account holder | $312 | $5,420-94.2% | $9,243-96.6% | $4,645-93.3% |