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 | $7,606 | $48,230-84.2% | $67,502-88.7% | $80,856-90.6% |
| Participation rate | 90.2% | 66.4%+23.9pp | 72.9%+17.4pp | 67.6%+22.6pp |
| Annual return | 13.96% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $827 | $2,020-59.1% | $2,731-69.7% | $2,755-70.0% |
| Participant deferral / active EE | $1,440 | $2,924-50.7% | $4,000-64.0% | $4,296-66.5% |
| Admin fee / account holder | $322 | $3,681-91.3% | $3,998-91.9% | $6,918-95.3% |