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 | $12,541 | $70,428-82.2% | $96,562-87.0% | $85,850-85.4% |
| Participation rate | 97.8% | 61.8%+36.0pp | 69.8%+28.0pp | 69.3%+28.5pp |
| Annual return | 15.79% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,350 | $1,413-4.5% | $2,356-42.7% | $2,565-47.4% |
| Participant deferral / active EE | $1,768 | $2,894-38.9% | $3,849-54.1% | $3,952-55.3% |
| Admin fee / account holder | $507 | $4,997-89.9% | $6,181-91.8% | $6,260-91.9% |