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 | $13,280 | $118,849-88.8% | $96,562-86.2% | $167,490-92.1% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.8%+15.2pp | 82.1%+2.9pp |
| Annual return | 20.30% | 50.49%-30.2pp | 37.78%-17.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,848 | $3,120-40.8% | $2,356-21.6% | $4,837-61.8% |
| Participant deferral / active EE | $3,232 | $4,616-30.0% | $3,849-16.0% | $6,341-49.0% |
| Admin fee / account holder | $900 | $8,065-88.8% | $6,181-85.4% | $12,309-92.7% |