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 | $5,062 | $124,319-95.9% | $111,297-95.5% | $167,490-97.0% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 10.87% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $974 | $3,435-71.7% | $2,731-64.3% | $4,837-79.9% |
| Participant deferral / active EE | $2,323 | $5,180-55.2% | $4,487-48.2% | $6,341-63.4% |
| Admin fee / account holder | $800 | $10,618-92.5% | $7,964-90.0% | $12,309-93.5% |