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 | $7,145 | $114,381-93.8% | $107,525-93.4% | $142,382-95.0% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 28.44% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $841 | $4,015-79.1% | $3,754-77.6% | $4,299-80.4% |
| Participant deferral / active EE | $2,741 | $5,564-50.7% | $5,116-46.4% | $6,507-57.9% |
| Admin fee / account holder | $433 | $9,860-95.6% | $8,919-95.1% | $12,624-96.6% |