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 | $11,711 | $115,770-89.9% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 28.93% | 56.14%-27.2pp | 46.47%-17.5pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,525 | $4,175-39.5% | $3,660-31.0% | $4,761-47.0% |
| Participant deferral / active EE | $3,113 | $4,957-37.2% | $4,370-28.8% | $5,982-48.0% |
| Admin fee / account holder | $950 | $7,245-86.9% | $5,945-84.0% | $11,246-91.5% |