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 | $10,996 | $117,983-90.7% | $101,794-89.2% | $142,382-92.3% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 20.75% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,361 | $2,773-50.9% | $2,289-40.6% | $4,299-68.3% |
| Participant deferral / active EE | $2,574 | $4,714-45.4% | $4,084-37.0% | $6,507-60.5% |
| Admin fee / account holder | $637 | $10,433-93.9% | $8,777-92.7% | $12,624-95.0% |