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 | $7,313 | $47,848-84.7% | $81,478-91.0% | $70,131-89.6% |
| Participation rate | 75.7% | 58.3%+17.4pp | 68.0%+7.7pp | 69.5%+6.1pp |
| Annual return | 29.28% | 27.25%+2.0pp | 38.78%-9.5pp | 73.14%-43.9pp |
| Employer contribution / active EE | $1,544 | $1,527+1.1% | $2,568-39.9% | $2,342-34.1% |
| Participant deferral / active EE | $2,225 | $2,453-9.3% | $3,537-37.1% | $3,332-33.2% |
| Admin fee / account holder | $616 | $3,145-80.4% | $4,561-86.5% | $4,645-86.7% |