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 | $6,575 | $81,248-91.9% | $155,509-95.8% | $80,856-91.9% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 12.25% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $735 | $3,100-76.3% | $4,672-84.3% | $2,755-73.3% |
| Participant deferral / active EE | $2,744 | $3,452-20.5% | $5,626-51.2% | $4,296-36.1% |
| Admin fee / account holder | $1,176 | $7,997-85.3% | $15,912-92.6% | $6,918-83.0% |