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 | $14,156 | $107,334-86.8% | $92,893-84.8% | $152,861-90.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 22.08% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,137 | $4,221-73.1% | $3,653-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $4,985 | $4,845+2.9% | $4,236+17.7% | $5,850-14.8% |
| Admin fee / account holder | $1,000 | $7,079-85.9% | $5,794-82.7% | $11,596-91.4% |