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 | $11,655 | $162,781-92.8% | $133,956-91.3% | $158,922-92.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 25.66% | 41.94%-16.3pp | 45.09%-19.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,145 | $4,975-77.0% | $3,919-70.8% | $4,761-76.0% |
| Participant deferral / active EE | $2,965 | $5,911-49.8% | $5,048-41.3% | $5,982-50.4% |
| Admin fee / account holder | $505 | $11,736-95.7% | $8,927-94.3% | $11,246-95.5% |