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 | $11,627 | $105,126-88.9% | $94,646-87.7% | $139,434-91.7% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 22.19% | 38.03%-15.8pp | 156.71%-134.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,297 | $4,106-68.4% | $3,672-64.7% | $4,751-72.7% |
| Participant deferral / active EE | $4,482 | $7,599-41.0% | $7,418-39.6% | $6,710-33.2% |
| Admin fee / account holder | $347 | $8,984-96.1% | $7,231-95.2% | $11,403-97.0% |