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 7-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 | $10,825 | $114,237-90.5% | $119,258-90.9% | $167,490-93.5% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.6pp | 82.1%+1.2pp |
| Annual return | 26.35% | 29.87%-3.5pp | 30.69%-4.3pp | 478.56%-452.2pp |
| Employer contribution / active EE | $2,113 | $4,481-52.8% | $4,384-51.8% | $4,837-56.3% |
| Participant deferral / active EE | $4,588 | $6,084-24.6% | $6,111-24.9% | $6,341-27.7% |
| Admin fee / account holder | $665 | $8,932-92.6% | $7,226-90.8% | $12,309-94.6% |