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 6-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 | $7,430 | $112,096-93.4% | $95,952-92.3% | $158,922-95.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 18.55% | 171.09%-152.5pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,630 | $3,198-49.0% | $2,541-35.8% | $4,761-65.8% |
| Participant deferral / active EE | $1,715 | $4,784-64.2% | $4,167-58.8% | $5,982-71.3% |
| Admin fee / account holder | $1,822 | $10,130-82.0% | $6,795-73.2% | $11,246-83.8% |