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 5-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 | $8,739 | $165,984-94.7% | $164,813-94.7% | $145,922-94.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 14.86% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,714 | $5,273-67.5% | $4,341-60.5% | $4,660-63.2% |
| Participant deferral / active EE | $2,490 | $6,959-64.2% | $6,031-58.7% | $6,688-62.8% |
| Admin fee / account holder | $1,913 | $16,648-88.5% | $12,690-84.9% | $13,397-85.7% |