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 6-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 | $6,911 | $99,985-93.1% | $146,665-95.3% | $85,850-91.9% |
| Participation rate | 91.5% | 73.1%+18.4pp | 80.1%+11.4pp | 69.3%+22.2pp |
| Annual return | 20.51% | 18.93%+1.6pp | 22.74%-2.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,239 | $2,559-51.6% | $4,136-70.0% | $2,565-51.7% |
| Participant deferral / active EE | $2,459 | $4,006-38.6% | $5,506-55.3% | $3,952-37.8% |
| Admin fee / account holder | $1,070 | $7,702-86.1% | $10,280-89.6% | $6,260-82.9% |