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 8-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 | $12,415 | $85,202-85.4% | $172,739-92.8% | $72,985-83.0% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 19.48% | 27.32%-7.8pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,489 | $3,324-25.1% | $5,143-51.6% | $2,440+2.0% |
| Participant deferral / active EE | $4,205 | $3,260+29.0% | $5,198-19.1% | $3,607+16.6% |
| Admin fee / account holder | $606 | $5,884-89.7% | $13,954-95.7% | $5,124-88.2% |