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 6-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 | $7,888 | $177,572-95.6% | $154,803-94.9% | $142,382-94.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,411 | $4,810-70.7% | $4,305-67.2% | $4,299-67.2% |
| Participant deferral / active EE | $2,342 | $6,272-62.7% | $5,540-57.7% | $6,507-64.0% |
| Admin fee / account holder | $638 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |