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 | $8,525 | $70,475-87.9% | $100,516-91.5% | $79,858-89.3% |
| Participation rate | 91.3% | 73.7%+17.6pp | 79.4%+11.9pp | 69.6%+21.7pp |
| Annual return | 126.04% | 21.90%+104.1pp | 30.89%+95.2pp | 31.71%+94.3pp |
| Employer contribution / active EE | $2,105 | $2,165-2.8% | $3,418-38.4% | $2,471-14.8% |
| Participant deferral / active EE | $4,514 | $5,181-12.9% | $6,270-28.0% | $3,740+20.7% |
| Admin fee / account holder | $451 | $4,478-89.9% | $8,081-94.4% | $5,306-91.5% |