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 9-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 | $11,976 | $152,587-92.2% | $125,175-90.4% | $152,861-92.2% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 62.60% | 54.84%+7.8pp | 43.79%+18.8pp | 345.32%-282.7pp |
| Employer contribution / active EE | $982 | $4,946-80.1% | $3,865-74.6% | $4,762-79.4% |
| Participant deferral / active EE | $2,258 | $5,868-61.5% | $4,937-54.3% | $5,850-61.4% |
| Admin fee / account holder | $343 | $13,434-97.4% | $9,702-96.5% | $11,596-97.0% |