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 | $7,531 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.14% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,743 | $4,015-56.6% | $3,754-53.6% | $4,299-59.5% |
| Participant deferral / active EE | $3,048 | $5,564-45.2% | $5,116-40.4% | $6,507-53.2% |
| Admin fee / account holder | $1,337 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |