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 9-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 | $4,480 | $183,519-97.6% | $155,509-97.1% | $145,922-96.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 9.72% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,328 | $5,313-75.0% | $4,672-71.6% | $4,660-71.5% |
| Participant deferral / active EE | $2,364 | $6,462-63.4% | $5,626-58.0% | $6,688-64.7% |
| Admin fee / account holder | $1,317 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |