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 | $17,004 | $127,777-86.7% | $106,548-84.0% | $167,490-89.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.28% | 33.87%-22.6pp | 26.80%-15.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,590 | $3,427-53.6% | $2,819-43.6% | $4,837-67.1% |
| Participant deferral / active EE | $4,604 | $5,087-9.5% | $4,398+4.7% | $6,341-27.4% |
| Admin fee / account holder | $342 | $11,228-97.0% | $7,407-95.4% | $12,309-97.2% |