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 | $11,320 | $95,416-88.1% | $185,823-93.9% | $85,850-86.8% |
| Participation rate | 97.4% | 68.8%+28.6pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 33.98% | 23.59%+10.4pp | 122.05%-88.1pp | 318.53%-284.6pp |
| Employer contribution / active EE | $1,397 | $3,314-57.8% | $5,167-73.0% | $2,565-45.5% |
| Participant deferral / active EE | $1,111 | $3,423-67.5% | $5,568-80.0% | $3,952-71.9% |
| Admin fee / account holder | $472 | $7,213-93.5% | $16,237-97.1% | $6,260-92.5% |