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 6-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 | $7,991 | $93,571-91.5% | $135,903-94.1% | $75,163-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.12% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,647 | $3,537-53.4% | $4,856-66.1% | $2,670-38.3% |
| Participant deferral / active EE | $3,047 | $6,404-52.4% | $7,758-60.7% | $4,125-26.1% |
| Admin fee / account holder | $405 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |