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 8-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 | $12,825 | $95,416-86.6% | $185,823-93.1% | $85,850-85.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 16.04% | 23.59%-7.5pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,486 | $3,314+35.4% | $5,167-13.2% | $2,565+74.9% |
| Participant deferral / active EE | $1,603 | $3,423-53.2% | $5,568-71.2% | $3,952-59.4% |
| Admin fee / account holder | $1,403 | $7,213-80.6% | $16,237-91.4% | $6,260-77.6% |