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 7-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 | $12,557 | $105,181-88.1% | $159,436-92.1% | $85,850-85.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 25.57% | 45.07%-19.5pp | 263.57%-238.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $1,693 | $3,318-49.0% | $4,829-65.0% | $2,565-34.0% |
| Participant deferral / active EE | $3,674 | $5,945-38.2% | $7,352-50.0% | $3,952-7.0% |
| Admin fee / account holder | $402 | $6,933-94.2% | $10,799-96.3% | $6,260-93.6% |