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 | $9,464 | $74,927-87.4% | $101,794-90.7% | $84,808-88.8% |
| Participation rate | 73.5% | 61.4%+12.1pp | 69.2%+4.3pp | 68.3%+5.2pp |
| Annual return | 18.39% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $673 | $1,522-55.8% | $2,289-70.6% | $2,631-74.4% |
| Participant deferral / active EE | $1,616 | $3,099-47.8% | $4,084-60.4% | $4,212-61.6% |
| Admin fee / account holder | $931 | $6,514-85.7% | $8,777-89.4% | $7,344-87.3% |