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 | $10,134 | $112,096-91.0% | $95,952-89.4% | $158,922-93.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 16.64% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $782 | $3,198-75.5% | $2,541-69.2% | $4,761-83.6% |
| Participant deferral / active EE | $2,595 | $4,784-45.8% | $4,167-37.7% | $5,982-56.6% |
| Admin fee / account holder | $753 | $10,130-92.6% | $6,795-88.9% | $11,246-93.3% |