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 | $8,746 | $114,381-92.4% | $107,525-91.9% | $142,382-93.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 21.32% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,676 | $4,015-58.3% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $2,919 | $5,564-47.5% | $5,116-42.9% | $6,507-55.1% |
| Admin fee / account holder | $387 | $9,860-96.1% | $8,919-95.7% | $12,624-96.9% |