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 | $9,475 | $77,899-87.8% | $149,673-93.7% | $75,163-87.4% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 16.07% | 31.72%-15.7pp | 134.42%-118.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,195 | $3,137-30.1% | $4,818-54.4% | $2,670-17.8% |
| Participant deferral / active EE | $2,720 | $3,411-20.2% | $5,680-52.1% | $4,125-34.1% |
| Admin fee / account holder | $663 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |