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 | $7,971 | $176,377-95.5% | $134,143-94.1% | $158,922-95.0% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 18.46% | 63.63%-45.2pp | 36.33%-17.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,786 | $5,040-64.6% | $3,704-51.8% | $4,761-62.5% |
| Participant deferral / active EE | $2,809 | $4,091-31.3% | $3,499-19.7% | $5,982-53.0% |
| Admin fee / account holder | $3,809 | $8,718-56.3% | $6,684-43.0% | $11,246-66.1% |