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 | $8,027 | $115,770-93.1% | $101,248-92.1% | $158,922-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 64.90% | 56.14%+8.8pp | 46.47%+18.4pp | 302.83%-237.9pp |
| Employer contribution / active EE | $1,530 | $4,175-63.3% | $3,660-58.2% | $4,761-67.9% |
| Participant deferral / active EE | $1,786 | $4,957-64.0% | $4,370-59.1% | $5,982-70.1% |
| Admin fee / account holder | $1,381 | $7,245-80.9% | $5,945-76.8% | $11,246-87.7% |