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 5-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 | $5,502 | $80,717-93.2% | $154,803-96.4% | $84,808-93.5% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 18.03% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $774 | $2,761-72.0% | $4,305-82.0% | $2,631-70.6% |
| Participant deferral / active EE | $884 | $3,303-73.2% | $5,540-84.0% | $4,212-79.0% |
| Admin fee / account holder | $632 | $6,746-90.6% | $14,329-95.6% | $7,344-91.4% |