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 | $10,843 | $102,616-89.4% | $81,983-86.8% | $158,922-93.2% |
| Participation rate | 86.7% | 75.5%+11.1pp | 69.2%+17.4pp | 82.0%+4.7pp |
| Annual return | 30.27% | 61.04%-30.8pp | 41.31%-11.0pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,180 | $3,240-63.6% | $2,498-52.8% | $4,761-75.2% |
| Participant deferral / active EE | $2,951 | $4,648-36.5% | $3,722-20.7% | $5,982-50.7% |
| Admin fee / account holder | $301 | $8,235-96.3% | $5,664-94.7% | $11,246-97.3% |