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 | $7,987 | $162,781-95.1% | $133,956-94.0% | $158,922-95.0% |
| Participation rate | 77.3% | 83.2%-5.9pp | 79.8%-2.6pp | 82.0%-4.7pp |
| Annual return | 16.65% | 41.94%-25.3pp | 45.09%-28.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,203 | $4,975-75.8% | $3,919-69.3% | $4,761-74.7% |
| Participant deferral / active EE | $2,040 | $5,911-65.5% | $5,048-59.6% | $5,982-65.9% |
| Admin fee / account holder | $863 | $11,736-92.7% | $8,927-90.3% | $11,246-92.3% |