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 4-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 | $7,908 | $175,202-95.5% | $149,673-94.7% | $139,434-94.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.77% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,732 | $5,474-68.4% | $4,818-64.0% | $4,751-63.5% |
| Participant deferral / active EE | $2,187 | $6,519-66.5% | $5,680-61.5% | $6,710-67.4% |
| Admin fee / account holder | $6,087 | $16,150-62.3% | $13,210-53.9% | $11,403-46.6% |