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 8-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 | $5,304 | $65,041-91.8% | $90,951-94.2% | $79,858-93.4% |
| Participation rate | 86.5% | 61.6%+24.9pp | 69.0%+17.5pp | 69.6%+16.9pp |
| Annual return | 10.76% | 30.45%-19.7pp | 134.60%-123.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $713 | $1,247-42.8% | $2,122-66.4% | $2,471-71.1% |
| Participant deferral / active EE | $1,495 | $2,512-40.5% | $3,373-55.7% | $3,740-60.0% |
| Admin fee / account holder | $2,334 | $4,536-48.5% | $5,959-60.8% | $5,306-56.0% |