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 | $10,329 | $165,335-93.8% | $149,696-93.1% | $158,922-93.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 56.91% | 348.15%-291.2pp | 276.60%-219.7pp | 302.83%-245.9pp |
| Employer contribution / active EE | $2,830 | $5,103-44.5% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $6,525 | $7,181-9.1% | $6,842-4.6% | $5,982+9.1% |
| Admin fee / account holder | $326 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |