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 | $7,796 | $116,175-93.3% | $93,606-91.7% | $152,861-94.9% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 31.67% | 35.96%-4.3pp | 32.76%-1.1pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,300 | $3,218-59.6% | $2,718-52.2% | $4,762-72.7% |
| Participant deferral / active EE | $2,917 | $4,603-36.6% | $4,069-28.3% | $5,850-50.1% |
| Admin fee / account holder | $636 | $10,748-94.1% | $7,888-91.9% | $11,596-94.5% |