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 4-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 | $7,930 | $114,381-93.1% | $107,525-92.6% | $142,382-94.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 24.94% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,241 | $4,015-44.2% | $3,754-40.3% | $4,299-47.9% |
| Participant deferral / active EE | $2,994 | $5,564-46.2% | $5,116-41.5% | $6,507-54.0% |
| Admin fee / account holder | $2,330 | $9,860-76.4% | $8,919-73.9% | $12,624-81.5% |