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 | $7,404 | $67,984-89.1% | $65,493-88.7% | $74,304-90.0% |
| Participation rate | 88.1% | 66.3%+21.8pp | 73.1%+15.0pp | 60.3%+27.8pp |
| Annual return | 22.05% | 19.87%+2.2pp | 982.45%-960.4pp | 29.43%-7.4pp |
| Employer contribution / active EE | $1,492 | $2,491-40.1% | $2,574-42.0% | $2,241-33.4% |
| Participant deferral / active EE | $1,826 | $3,346-45.4% | $3,961-53.9% | $3,767-51.5% |
| Admin fee / account holder | $615 | $1,373-55.2% | $5,028-87.8% | $2,969-79.3% |