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 | $10,750 | $65,041-83.5% | $90,951-88.2% | $79,858-86.5% |
| Participation rate | 93.9% | 61.6%+32.3pp | 69.0%+24.9pp | 69.6%+24.2pp |
| Annual return | 21.05% | 30.45%-9.4pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,475 | $1,247+178.7% | $2,122+63.8% | $2,471+40.7% |
| Participant deferral / active EE | $1,782 | $2,512-29.1% | $3,373-47.2% | $3,740-52.4% |
| Admin fee / account holder | $652 | $4,536-85.6% | $5,959-89.1% | $5,306-87.7% |