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 9-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 | $6,359 | $54,726-88.4% | $68,793-90.8% | $64,186-90.1% |
| Participation rate | 94.7% | 68.0%+26.7pp | 72.2%+22.5pp | 69.6%+25.2pp |
| Annual return | 50.31% | -1.62%+51.9pp | -4.63%+54.9pp | 7.63%+42.7pp |
| Employer contribution / active EE | $1,802 | $1,846-2.4% | $2,625-31.4% | $2,381-24.3% |
| Participant deferral / active EE | $2,318 | $2,626-11.8% | $3,311-30.0% | $3,470-33.2% |
| Admin fee / account holder | $402 | $4,027-90.0% | $5,131-92.2% | $4,888-91.8% |