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 | $7,681 | $103,376-92.6% | $87,100-91.2% | $152,861-95.0% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 35.79% | 28.10%+7.7pp | 28.19%+7.6pp | 345.32%-309.5pp |
| Employer contribution / active EE | $898 | $3,220-72.1% | $2,521-64.4% | $4,762-81.1% |
| Participant deferral / active EE | $2,870 | $4,778-39.9% | $4,049-29.1% | $5,850-50.9% |
| Admin fee / account holder | $301 | $12,205-97.5% | $7,497-96.0% | $11,596-97.4% |