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 6-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 | $9,446 | $175,202-94.6% | $149,673-93.7% | $139,434-93.2% |
| Participation rate | 70.8% | 83.4%-12.5pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | 23.15% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,412 | $5,474-74.2% | $4,818-70.7% | $4,751-70.3% |
| Participant deferral / active EE | $2,107 | $6,519-67.7% | $5,680-62.9% | $6,710-68.6% |
| Admin fee / account holder | $606 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |