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 9-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 | $8,609 | $58,851-85.4% | $115,157-92.5% | $72,985-88.2% |
| Participation rate | 96.0% | 65.5%+30.5pp | 75.9%+20.1pp | 69.5%+26.5pp |
| Annual return | 68.27% | 23.16%+45.1pp | 35.60%+32.7pp | 81.00%-12.7pp |
| Employer contribution / active EE | $1,705 | $1,798-5.2% | $3,179-46.4% | $2,440-30.1% |
| Participant deferral / active EE | $2,423 | $2,643-8.3% | $4,168-41.9% | $3,607-32.8% |
| Admin fee / account holder | $2,017 | $6,370-68.3% | $7,088-71.5% | $5,124-60.6% |