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 7-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 | $12,494 | $140,940-91.1% | $112,229-88.9% | $139,434-91.0% |
| Participation rate | 84.2% | 79.2%+5.0pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 22.87% | 32.71%-9.8pp | 30.20%-7.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,306 | $4,283-69.5% | $3,430-61.9% | $4,751-72.5% |
| Participant deferral / active EE | $2,032 | $5,874-65.4% | $4,798-57.7% | $6,710-69.7% |
| Admin fee / account holder | $529 | $9,954-94.7% | $7,748-93.2% | $11,403-95.4% |