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 | $11,761 | $217,402-94.6% | $185,823-93.7% | $167,490-93.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.87% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,795 | $6,356-56.0% | $5,568-49.8% | $6,341-55.9% |
| Admin fee / account holder | $343 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |