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 | $11,655 | $58,927-80.2% | $76,817-84.8% | $72,985-84.0% |
| Participation rate | 83.0% | 67.3%+15.6pp | 72.1%+10.9pp | 69.5%+13.5pp |
| Annual return | 17.67% | 2305.64%-2288.0pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,300 | $1,787-27.2% | $2,302-43.5% | $2,440-46.7% |
| Participant deferral / active EE | $2,774 | $2,690+3.1% | $3,336-16.9% | $3,607-23.1% |
| Admin fee / account holder | $704 | $4,013-82.5% | $6,420-89.0% | $5,124-86.3% |