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 | $11,330 | $154,117-92.6% | $129,995-91.3% | $139,434-91.9% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 21.03% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,400 | $5,289-73.5% | $4,320-67.6% | $4,751-70.5% |
| Participant deferral / active EE | $3,998 | $6,710-40.4% | $5,820-31.3% | $6,710-40.4% |
| Admin fee / account holder | $1,135 | $14,007-91.9% | $10,614-89.3% | $11,403-90.0% |