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 | $7,277 | $111,754-93.5% | $103,333-93.0% | $145,922-95.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 28.94% | 24.77%+4.2pp | 24.88%+4.1pp | 561.29%-532.3pp |
| Employer contribution / active EE | $3,609 | $4,212-14.3% | $3,868-6.7% | $4,660-22.6% |
| Participant deferral / active EE | $5,939 | $5,619+5.7% | $5,057+17.4% | $6,688-11.2% |
| Admin fee / account holder | $998 | $9,750-89.8% | $8,355-88.1% | $13,397-92.6% |