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 | $18,791 | $142,405-86.8% | $115,157-83.7% | $152,861-87.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.49% | 41.48%-18.0pp | 35.60%-12.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,985 | $4,010-50.5% | $3,179-37.6% | $4,762-58.3% |
| Participant deferral / active EE | $4,298 | $5,164-16.8% | $4,168+3.1% | $5,850-26.5% |
| Admin fee / account holder | $419 | $8,462-95.0% | $7,088-94.1% | $11,596-96.4% |