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 9-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 | $14,787 | $117,381-87.4% | $99,443-85.1% | $152,861-90.3% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.4%-0.6pp |
| Annual return | 24.16% | 31.87%-7.7pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,997 | $3,013-0.5% | $2,540+18.0% | $4,762-37.1% |
| Participant deferral / active EE | $3,492 | $4,086-14.5% | $3,619-3.5% | $5,850-40.3% |
| Admin fee / account holder | $1,086 | $7,631-85.8% | $6,250-82.6% | $11,596-90.6% |