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 | $9,044 | $127,065-92.9% | $113,168-92.0% | $142,382-93.6% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 23.62% | 24.03%-0.4pp | 24.27%-0.6pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,038 | $3,442-40.8% | $2,975-31.5% | $4,299-52.6% |
| Participant deferral / active EE | $3,768 | $5,716-34.1% | $5,107-26.2% | $6,507-42.1% |
| Admin fee / account holder | $3,928 | $15,736-75.0% | $12,068-67.5% | $12,624-68.9% |