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 4-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 | $10,261 | $101,724-89.9% | $164,813-93.8% | $80,856-87.3% |
| Participation rate | 82.7% | 71.8%+10.9pp | 78.6%+4.1pp | 67.6%+15.1pp |
| Annual return | 15.23% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,651 | $2,953-44.1% | $4,341-62.0% | $2,755-40.1% |
| Participant deferral / active EE | $3,205 | $4,477-28.4% | $6,031-46.9% | $4,296-25.4% |
| Admin fee / account holder | $632 | $8,227-92.3% | $12,690-95.0% | $6,918-90.9% |