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 10-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 | $7,350 | $92,222-92.0% | $76,768-90.4% | $135,375-94.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 16.12% | 5.46%+10.7pp | 2.43%+13.7pp | 519.73%-503.6pp |
| Employer contribution / active EE | $1,470 | $3,216-54.3% | $2,485-40.9% | $4,779-69.2% |
| Participant deferral / active EE | $2,226 | $4,509-50.6% | $3,852-42.2% | $5,609-60.3% |
| Admin fee / account holder | $1,722 | $10,748-84.0% | $6,675-74.2% | $10,827-84.1% |