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 | $7,779 | $114,381-93.2% | $107,525-92.8% | $142,382-94.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 31.56% | 242.71%-211.1pp | 181.32%-149.8pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,173 | $4,015-70.8% | $3,754-68.8% | $4,299-72.7% |
| Participant deferral / active EE | $3,050 | $5,564-45.2% | $5,116-40.4% | $6,507-53.1% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |