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 | $11,665 | $80,968-85.6% | $96,544-87.9% | $75,163-84.5% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 31.64% | 27.06%+4.6pp | 25.84%+5.8pp | 160.62%-129.0pp |
| Employer contribution / active EE | $1,528 | $2,282-33.0% | $2,965-48.5% | $2,670-42.8% |
| Participant deferral / active EE | $6,514 | $3,928+65.8% | $4,851+34.3% | $4,125+57.9% |
| Admin fee / account holder | $619 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |