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 | $7,926 | $176,377-95.5% | $134,143-94.1% | $158,922-95.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.06% | 63.63%-57.6pp | 36.33%-30.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,970 | $5,040-60.9% | $3,704-46.8% | $4,761-58.6% |
| Participant deferral / active EE | $2,425 | $4,091-40.7% | $3,499-30.7% | $5,982-59.5% |
| Admin fee / account holder | $11,734 | $8,718+34.6% | $6,684+75.5% | $11,246+4.3% |