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 | $1,738 | $80,717-97.8% | $154,803-98.9% | $84,808-98.0% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 37.31% | 37.96%-0.6pp | 58.88%-21.6pp | 40.90%-3.6pp |
| Employer contribution / active EE | $607 | $2,761-78.0% | $4,305-85.9% | $2,631-76.9% |
| Participant deferral / active EE | $963 | $3,303-70.9% | $5,540-82.6% | $4,212-77.1% |
| Admin fee / account holder | $1,126 | $6,746-83.3% | $14,329-92.1% | $7,344-84.7% |