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 | $14,048 | $86,286-83.7% | $111,297-87.4% | $85,850-83.6% |
| Participation rate | 77.6% | 73.3%+4.3pp | 77.3%+0.3pp | 69.3%+8.3pp |
| Annual return | 26.81% | 19.99%+6.8pp | 54.65%-27.8pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,045 | $2,043-48.9% | $2,731-61.8% | $2,565-59.3% |
| Participant deferral / active EE | $1,847 | $3,641-49.3% | $4,487-58.8% | $3,952-53.3% |
| Admin fee / account holder | $1,399 | $8,188-82.9% | $7,964-82.4% | $6,260-77.7% |