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 | $6,590 | $112,096-94.1% | $95,952-93.1% | $158,922-95.9% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 34.54% | 171.09%-136.6pp | 91.61%-57.1pp | 302.83%-268.3pp |
| Employer contribution / active EE | $944 | $3,198-70.5% | $2,541-62.8% | $4,761-80.2% |
| Participant deferral / active EE | $1,765 | $4,784-63.1% | $4,167-57.6% | $5,982-70.5% |
| Admin fee / account holder | $1,458 | $10,130-85.6% | $6,795-78.5% | $11,246-87.0% |