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 7-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 | $10,549 | $95,971-89.0% | $74,550-85.9% | $135,375-92.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 6.90% | 56.96%-50.1pp | 32.53%-25.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,476 | $2,716-45.7% | $1,961-24.7% | $4,779-69.1% |
| Participant deferral / active EE | $4,027 | $3,843+4.8% | $3,108+29.6% | $5,609-28.2% |
| Admin fee / account holder | $491 | $6,522-92.5% | $5,060-90.3% | $10,827-95.5% |