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 | $9,628 | $112,881-91.5% | $90,951-89.4% | $158,922-93.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 5.20% | 215.79%-210.6pp | 134.60%-129.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $607 | $2,893-79.0% | $2,122-71.4% | $4,761-87.3% |
| Participant deferral / active EE | $2,913 | $4,128-29.4% | $3,373-13.6% | $5,982-51.3% |
| Admin fee / account holder | $1,077 | $8,041-86.6% | $5,959-81.9% | $11,246-90.4% |