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 | $20,032 | $142,405-85.9% | $115,157-82.6% | $152,861-86.9% |
| Participation rate | 70.6% | 82.4%-11.8pp | 75.9%-5.3pp | 82.4%-11.9pp |
| Annual return | 22.63% | 41.48%-18.8pp | 35.60%-13.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,215 | $4,010-69.7% | $3,179-61.8% | $4,762-74.5% |
| Participant deferral / active EE | $2,006 | $5,164-61.2% | $4,168-51.9% | $5,850-65.7% |
| Admin fee / account holder | $588 | $8,462-93.1% | $7,088-91.7% | $11,596-94.9% |