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 | $10,132 | $173,345-94.2% | $136,007-92.6% | $145,922-93.1% |
| Participation rate | 92.3% | 80.5%+11.9pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 13.85% | 1163.32%-1149.5pp | 579.32%-565.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,039 | $5,278-80.3% | $4,217-75.4% | $4,660-77.7% |
| Participant deferral / active EE | $4,890 | $8,699-43.8% | $7,025-30.4% | $6,688-26.9% |
| Admin fee / account holder | $2,002 | $9,954-79.9% | $6,858-70.8% | $13,397-85.1% |