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 | $6,523 | $110,257-94.1% | $96,544-93.2% | $139,434-95.3% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 32.94% | 26.32%+6.6pp | 25.84%+7.1pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,530 | $3,620-57.7% | $2,965-48.4% | $4,751-67.8% |
| Participant deferral / active EE | $2,616 | $5,548-52.8% | $4,851-46.1% | $6,710-61.0% |
| Admin fee / account holder | $3,226 | $11,591-72.2% | $8,252-60.9% | $11,403-71.7% |