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 | $8,501 | $107,934-92.1% | $91,989-90.8% | $152,861-94.4% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 98.01% | 89.24%+8.8pp | 69.02%+29.0pp | 345.32%-247.3pp |
| Employer contribution / active EE | $2,131 | $4,210-49.4% | $3,452-38.3% | $4,762-55.3% |
| Participant deferral / active EE | $3,914 | $6,364-38.5% | $5,923-33.9% | $5,850-33.1% |
| Admin fee / account holder | $627 | $10,520-94.0% | $7,743-91.9% | $11,596-94.6% |