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 4-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 | $7,668 | $68,346-88.8% | $94,646-91.9% | $75,163-89.8% |
| Participation rate | 84.0% | 76.1%+7.9pp | 80.8%+3.2pp | 67.2%+16.8pp |
| Annual return | 24.76% | 616.93%-592.2pp | 156.71%-131.9pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,270 | $2,701-53.0% | $3,672-65.4% | $2,670-52.4% |
| Participant deferral / active EE | $3,870 | $6,537-40.8% | $7,418-47.8% | $4,125-6.2% |
| Admin fee / account holder | $354 | $5,326-93.4% | $7,231-95.1% | $5,651-93.7% |