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 | $7,608 | $102,966-92.6% | $90,281-91.6% | $152,861-95.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 77.39% | 95.16%-17.8pp | 78.10%-0.7pp | 345.32%-267.9pp |
| Employer contribution / active EE | $1,239 | $3,139-60.5% | $2,854-56.6% | $4,762-74.0% |
| Participant deferral / active EE | $2,753 | $4,281-35.7% | $3,885-29.2% | $5,850-52.9% |
| Admin fee / account holder | $2,655 | $6,171-57.0% | $5,351-50.4% | $11,596-77.1% |