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 | $8,642 | $77,899-88.9% | $149,673-94.2% | $75,163-88.5% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 20.26% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,486 | $3,137-20.8% | $4,818-48.4% | $2,670-6.9% |
| Participant deferral / active EE | $3,249 | $3,411-4.8% | $5,680-42.8% | $4,125-21.2% |
| Admin fee / account holder | $799 | $5,956-86.6% | $13,210-93.9% | $5,651-85.9% |