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 | $7,039 | $46,553-84.9% | $64,056-89.0% | $75,163-90.6% |
| Participation rate | 84.0% | 65.9%+18.1pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 37.58% | 26.03%+11.6pp | 33.69%+3.9pp | 160.62%-123.0pp |
| Employer contribution / active EE | $1,254 | $1,974-36.5% | $2,747-54.3% | $2,670-53.0% |
| Participant deferral / active EE | $4,009 | $2,837+41.3% | $3,880+3.3% | $4,125-2.8% |
| Admin fee / account holder | $356 | $2,952-87.9% | $3,068-88.4% | $5,651-93.7% |