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 | $11,781 | $148,534-92.1% | $135,903-91.3% | $139,434-91.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 24.08% | 79.19%-55.1pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,547 | $5,243-51.4% | $4,856-47.6% | $4,751-46.4% |
| Participant deferral / active EE | $3,853 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $1,120 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |