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 | $10,864 | $107,334-89.9% | $92,893-88.3% | $152,861-92.9% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 29.44% | 145.58%-116.1pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,484 | $4,221-41.1% | $3,653-32.0% | $4,762-47.8% |
| Participant deferral / active EE | $2,927 | $4,845-39.6% | $4,236-30.9% | $5,850-50.0% |
| Admin fee / account holder | $1,228 | $7,079-82.6% | $5,794-78.8% | $11,596-89.4% |