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 | $11,340 | $86,286-86.9% | $111,297-89.8% | $85,850-86.8% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 11.48% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $813 | $2,043-60.2% | $2,731-70.2% | $2,565-68.3% |
| Participant deferral / active EE | $1,960 | $3,641-46.2% | $4,487-56.3% | $3,952-50.4% |
| Admin fee / account holder | $757 | $8,188-90.8% | $7,964-90.5% | $6,260-87.9% |