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 9-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 | $9,723 | $72,492-86.6% | $87,100-88.8% | $72,985-86.7% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 31.47% | 24.46%+7.0pp | 28.19%+3.3pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,242 | $1,894-34.4% | $2,521-50.7% | $2,440-49.1% |
| Participant deferral / active EE | $3,046 | $3,270-6.9% | $4,049-24.8% | $3,607-15.6% |
| Admin fee / account holder | $1,443 | $5,055-71.4% | $7,497-80.7% | $5,124-71.8% |