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 | $8,292 | $74,927-88.9% | $101,794-91.9% | $84,808-90.2% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 19.71% | 18.70%+1.0pp | 30.53%-10.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $741 | $1,522-51.3% | $2,289-67.6% | $2,631-71.8% |
| Participant deferral / active EE | $1,499 | $3,099-51.6% | $4,084-63.3% | $4,212-64.4% |
| Admin fee / account holder | $489 | $6,514-92.5% | $8,777-94.4% | $7,344-93.3% |