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 | $6,435 | $46,553-86.2% | $64,056-90.0% | $75,163-91.4% |
| Participation rate | 87.8% | 65.9%+21.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 19.54% | 26.03%-6.5pp | 33.69%-14.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $719 | $1,974-63.6% | $2,747-73.8% | $2,670-73.1% |
| Participant deferral / active EE | $1,255 | $2,837-55.8% | $3,880-67.7% | $4,125-69.6% |
| Admin fee / account holder | $729 | $2,952-75.3% | $3,068-76.2% | $5,651-87.1% |