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 | $8,261 | $157,256-94.7% | $141,162-94.1% | $152,861-94.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 54.96% | 64.32%-9.4pp | 71.39%-16.4pp | 345.32%-290.4pp |
| Employer contribution / active EE | $1,965 | $5,261-62.7% | $4,735-58.5% | $4,762-58.7% |
| Participant deferral / active EE | $5,431 | $7,109-23.6% | $6,709-19.0% | $5,850-7.2% |
| Admin fee / account holder | $304 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |