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 6-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 | $10,170 | $70,669-85.6% | $169,368-94.0% | $75,163-86.5% |
| Participation rate | 94.1% | 64.8%+29.3pp | 77.1%+17.0pp | 67.2%+26.9pp |
| Annual return | 17.35% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,413 | $2,211-36.1% | $4,013-64.8% | $2,670-47.1% |
| Participant deferral / active EE | $1,912 | $4,311-55.7% | $6,221-69.3% | $4,125-53.7% |
| Admin fee / account holder | $730 | $5,402-86.5% | $9,003-91.9% | $5,651-87.1% |