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 4-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 | $6,502 | $81,248-92.0% | $155,509-95.8% | $80,856-92.0% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 15.74% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,161 | $3,100-62.5% | $4,672-75.1% | $2,755-57.9% |
| Participant deferral / active EE | $2,176 | $3,452-37.0% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $1,212 | $7,997-84.8% | $15,912-92.4% | $6,918-82.5% |