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 | $12,130 | $142,405-91.5% | $115,157-89.5% | $152,861-92.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 25.00% | 41.48%-16.5pp | 35.60%-10.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,168 | $4,010-70.9% | $3,179-63.3% | $4,762-75.5% |
| Participant deferral / active EE | $3,729 | $5,164-27.8% | $4,168-10.6% | $5,850-36.3% |
| Admin fee / account holder | $394 | $8,462-95.3% | $7,088-94.4% | $11,596-96.6% |