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 | $8,080 | $114,381-92.9% | $107,525-92.5% | $142,382-94.3% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 20.94% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,120 | $4,015-72.1% | $3,754-70.2% | $4,299-73.9% |
| Participant deferral / active EE | $2,161 | $5,564-61.2% | $5,116-57.7% | $6,507-66.8% |
| Admin fee / account holder | $1,786 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |