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 5-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 | $6,207 | $60,892-89.8% | $82,389-92.5% | $84,808-92.7% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 13.91% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,643 | $1,779-7.7% | $2,517-34.7% | $2,631-37.5% |
| Participant deferral / active EE | $2,403 | $3,179-24.4% | $4,155-42.2% | $4,212-43.0% |
| Admin fee / account holder | $1,185 | $5,467-78.3% | $7,231-83.6% | $7,344-83.9% |