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 | $9,329 | $149,734-93.8% | $118,925-92.2% | $158,922-94.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 75.4%+11.3pp | 82.0%+4.7pp |
| Annual return | 19.01% | 19.95%-0.9pp | 35.88%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,138 | $4,115-72.3% | $3,263-65.1% | $4,761-76.1% |
| Participant deferral / active EE | $1,395 | $5,223-73.3% | $4,265-67.3% | $5,982-76.7% |
| Admin fee / account holder | $1,513 | $8,603-82.4% | $6,581-77.0% | $11,246-86.5% |