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 | $8,649 | $114,381-92.4% | $107,525-92.0% | $142,382-93.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 31.13% | 242.71%-211.6pp | 181.32%-150.2pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,465 | $4,015-63.5% | $3,754-61.0% | $4,299-65.9% |
| Participant deferral / active EE | $4,453 | $5,564-20.0% | $5,116-13.0% | $6,507-31.6% |
| Admin fee / account holder | $1,270 | $9,860-87.1% | $8,919-85.8% | $12,624-89.9% |