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 10-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 | $7,236 | $106,515-93.2% | $96,683-92.5% | $139,434-94.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 25.02% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,913 | $4,103-53.4% | $3,737-48.8% | $4,751-59.7% |
| Participant deferral / active EE | $1,913 | $5,454-64.9% | $4,878-60.8% | $6,710-71.5% |
| Admin fee / account holder | $904 | $7,877-88.5% | $6,730-86.6% | $11,403-92.1% |