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 | $5,020 | $81,248-93.8% | $155,509-96.8% | $80,856-93.8% |
| Participation rate | 82.9% | 66.2%+16.7pp | 78.2%+4.7pp | 67.6%+15.3pp |
| Annual return | 21.35% | 33.31%-12.0pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,643 | $3,100-47.0% | $4,672-64.8% | $2,755-40.4% |
| Participant deferral / active EE | $1,831 | $3,452-47.0% | $5,626-67.5% | $4,296-57.4% |
| Admin fee / account holder | $559 | $7,997-93.0% | $15,912-96.5% | $6,918-91.9% |