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 3-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 | $5,828 | $81,248-92.8% | $155,509-96.3% | $80,856-92.8% |
| Participation rate | 88.8% | 66.2%+22.5pp | 78.2%+10.6pp | 67.6%+21.1pp |
| Annual return | 11.76% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,207 | $3,100-61.1% | $4,672-74.2% | $2,755-56.2% |
| Participant deferral / active EE | $1,814 | $3,452-47.4% | $5,626-67.8% | $4,296-57.8% |
| Admin fee / account holder | $1,279 | $7,997-84.0% | $15,912-92.0% | $6,918-81.5% |