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 3-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 | $8,991 | $179,726-95.0% | $156,263-94.2% | $142,382-93.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.36% | 77.86%-52.5pp | 59.47%-34.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,780 | $5,069-64.9% | $4,333-58.9% | $4,299-58.6% |
| Participant deferral / active EE | $4,016 | $6,956-42.3% | $6,158-34.8% | $6,507-38.3% |
| Admin fee / account holder | $1,221 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |