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 | $13,849 | $68,547-79.8% | $120,354-88.5% | $80,856-82.9% |
| Participation rate | 93.5% | 61.6%+31.9pp | 71.9%+21.6pp | 67.6%+25.9pp |
| Annual return | 14.42% | 23.60%-9.2pp | 107.15%-92.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,821 | $2,051-11.3% | $3,463-47.4% | $2,755-33.9% |
| Participant deferral / active EE | $3,083 | $3,173-2.8% | $4,991-38.2% | $4,296-28.2% |
| Admin fee / account holder | $3,682 | $5,732-35.8% | $9,423-60.9% | $6,918-46.8% |