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 | $5,867 | $64,839-91.0% | $95,585-93.9% | $84,808-93.1% |
| Participation rate | 87.5% | 63.8%+23.7pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 17.24% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $690 | $1,759-60.8% | $2,527-72.7% | $2,631-73.8% |
| Participant deferral / active EE | $2,466 | $2,965-16.8% | $4,023-38.7% | $4,212-41.4% |
| Admin fee / account holder | $1,367 | $5,964-77.1% | $6,127-77.7% | $7,344-81.4% |