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 | $5,619 | $157,256-96.4% | $141,162-96.0% | $152,861-96.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 100.66% | 64.32%+36.3pp | 71.39%+29.3pp | 345.32%-244.7pp |
| Employer contribution / active EE | $1,976 | $5,261-62.4% | $4,735-58.3% | $4,762-58.5% |
| Participant deferral / active EE | $3,045 | $7,109-57.2% | $6,709-54.6% | $5,850-48.0% |
| Admin fee / account holder | $1,645 | $12,120-86.4% | $10,261-84.0% | $11,596-85.8% |