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 7-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 | $15,527 | $112,096-86.1% | $95,952-83.8% | $158,922-90.2% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 21.25% | 171.09%-149.8pp | 91.61%-70.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,457 | $3,198-54.4% | $2,541-42.6% | $4,761-69.4% |
| Participant deferral / active EE | $1,813 | $4,784-62.1% | $4,167-56.5% | $5,982-69.7% |
| Admin fee / account holder | $507 | $10,130-95.0% | $6,795-92.5% | $11,246-95.5% |