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 7-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 | $4,008 | $58,512-93.2% | $84,015-95.2% | $72,985-94.5% |
| Participation rate | 74.4% | 61.2%+13.2pp | 69.0%+5.4pp | 69.5%+4.9pp |
| Annual return | 24.43% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,019 | $1,163-12.3% | $1,983-48.6% | $2,440-58.2% |
| Participant deferral / active EE | $1,392 | $2,394-41.8% | $3,239-57.0% | $3,607-61.4% |
| Admin fee / account holder | $602 | $4,569-86.8% | $6,101-90.1% | $5,124-88.3% |