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 | $11,291 | $115,882-90.3% | $100,516-88.8% | $158,922-92.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 19.11% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $5,397 | $4,103+31.5% | $3,418+57.9% | $4,761+13.3% |
| Participant deferral / active EE | $9,398 | $6,674+40.8% | $6,270+49.9% | $5,982+57.1% |
| Admin fee / account holder | $1,742 | $10,995-84.2% | $8,081-78.4% | $11,246-84.5% |