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 | $7,629 | $103,376-92.6% | $87,100-91.2% | $152,861-95.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 42.07% | 28.10%+14.0pp | 28.19%+13.9pp | 345.32%-303.2pp |
| Employer contribution / active EE | $3,829 | $3,220+18.9% | $2,521+51.9% | $4,762-19.6% |
| Participant deferral / active EE | $5,167 | $4,778+8.1% | $4,049+27.6% | $5,850-11.7% |
| Admin fee / account holder | $1,956 | $12,205-84.0% | $7,497-73.9% | $11,596-83.1% |