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 6-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 | $7,304 | $81,248-91.0% | $155,509-95.3% | $80,856-91.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 16.93% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $830 | $3,100-73.2% | $4,672-82.2% | $2,755-69.9% |
| Participant deferral / active EE | $1,625 | $3,452-52.9% | $5,626-71.1% | $4,296-62.2% |
| Admin fee / account holder | $1,328 | $7,997-83.4% | $15,912-91.7% | $6,918-80.8% |