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 4-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 | $8,975 | $179,726-95.0% | $156,263-94.3% | $142,382-93.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.62% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,351 | $5,069-73.3% | $4,333-68.8% | $4,299-68.6% |
| Participant deferral / active EE | $2,147 | $6,956-69.1% | $6,158-65.1% | $6,507-67.0% |
| Admin fee / account holder | $9,154 | $17,272-47.0% | $14,255-35.8% | $12,624-27.5% |