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 | $10,965 | $78,672-86.1% | $109,143-90.0% | $85,850-87.2% |
| Participation rate | 78.5% | 68.3%+10.2pp | 75.9%+2.6pp | 69.3%+9.2pp |
| Annual return | 26.28% | 25.09%+1.2pp | 25.75%+0.5pp | 318.53%-292.2pp |
| Employer contribution / active EE | $1,371 | $2,735-49.9% | $3,722-63.2% | $2,565-46.5% |
| Participant deferral / active EE | $2,411 | $3,467-30.5% | $4,653-48.2% | $3,952-39.0% |
| Admin fee / account holder | $1,274 | $5,469-76.7% | $6,752-81.1% | $6,260-79.6% |