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 | $12,452 | $93,571-86.7% | $135,903-90.8% | $75,163-83.4% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 103.70% | 30.90%+72.8pp | 68.23%+35.5pp | 160.62%-56.9pp |
| Employer contribution / active EE | $2,978 | $3,537-15.8% | $4,856-38.7% | $2,670+11.5% |
| Participant deferral / active EE | $4,465 | $6,404-30.3% | $7,758-42.4% | $4,125+8.2% |
| Admin fee / account holder | $380 | $6,975-94.6% | $10,762-96.5% | $5,651-93.3% |