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 | $8,743 | $114,381-92.4% | $107,525-91.9% | $142,382-93.9% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 24.70% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,024 | $4,015-24.7% | $3,754-19.4% | $4,299-29.7% |
| Participant deferral / active EE | $3,962 | $5,564-28.8% | $5,116-22.6% | $6,507-39.1% |
| Admin fee / account holder | $1,301 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |