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 10-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 | $9,737 | $77,813-87.5% | $123,544-92.1% | $64,186-84.8% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.7pp |
| Annual return | 7.38% | 12.48%-5.1pp | 119.20%-111.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $2,319 | $3,014-23.0% | $4,628-49.9% | $2,381-2.6% |
| Participant deferral / active EE | $3,969 | $5,240-24.3% | $6,426-38.2% | $3,470+14.4% |
| Admin fee / account holder | $738 | $5,519-86.6% | $9,284-92.1% | $4,888-84.9% |