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 | $7,865 | $106,515-92.6% | $96,683-91.9% | $139,434-94.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 26.94% | 38.43%-11.5pp | 35.69%-8.8pp | 372.94%-346.0pp |
| Employer contribution / active EE | $3,772 | $4,103-8.1% | $3,737+0.9% | $4,751-20.6% |
| Participant deferral / active EE | $3,638 | $5,454-33.3% | $4,878-25.4% | $6,710-45.8% |
| Admin fee / account holder | $1,352 | $7,877-82.8% | $6,730-79.9% | $11,403-88.1% |