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 | $8,702 | $165,335-94.7% | $149,696-94.2% | $158,922-94.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 45.69% | 348.15%-302.5pp | 276.60%-230.9pp | 302.83%-257.1pp |
| Employer contribution / active EE | $1,212 | $5,103-76.3% | $4,644-73.9% | $4,761-74.6% |
| Participant deferral / active EE | $3,102 | $7,181-56.8% | $6,842-54.7% | $5,982-48.2% |
| Admin fee / account holder | $906 | $10,807-91.6% | $9,309-90.3% | $11,246-91.9% |