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 | $11,059 | $133,922-91.7% | $116,228-90.5% | $142,382-92.2% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 18.28% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,379 | $3,446-60.0% | $2,994-54.0% | $4,299-67.9% |
| Participant deferral / active EE | $2,907 | $5,672-48.7% | $4,953-41.3% | $6,507-55.3% |
| Admin fee / account holder | $2,604 | $14,945-82.6% | $11,989-78.3% | $12,624-79.4% |