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 3-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 | $5,536 | $107,452-94.8% | $91,541-94.0% | $142,382-96.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 19.78% | 22.06%-2.3pp | 20.50%-0.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,171 | $2,994-60.9% | $2,505-53.2% | $4,299-72.8% |
| Participant deferral / active EE | $1,359 | $4,754-71.4% | $4,008-66.1% | $6,507-79.1% |
| Admin fee / account holder | $956 | $8,834-89.2% | $6,956-86.3% | $12,624-92.4% |