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 | $6,970 | $80,717-91.4% | $154,803-95.5% | $84,808-91.8% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 23.62% | 37.96%-14.3pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,871 | $2,761-32.3% | $4,305-56.5% | $2,631-28.9% |
| Participant deferral / active EE | $2,178 | $3,303-34.1% | $5,540-60.7% | $4,212-48.3% |
| Admin fee / account holder | $614 | $6,746-90.9% | $14,329-95.7% | $7,344-91.6% |