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 | $9,859 | $105,931-90.7% | $81,930-88.0% | $158,922-93.8% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 11.14% | 38.17%-27.0pp | 29.49%-18.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $864 | $7,800-88.9% | $4,310-79.9% | $4,761-81.8% |
| Participant deferral / active EE | $2,772 | $13,003-78.7% | $7,107-61.0% | $5,982-53.7% |
| Admin fee / account holder | $27,473 | $8,489+223.6% | $5,158+432.6% | $11,246+144.3% |