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 7-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 | $9,747 | $109,881-91.1% | $150,045-93.5% | $84,808-88.5% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 21.20% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,669 | $3,561-53.1% | $4,693-64.4% | $2,631-36.5% |
| Participant deferral / active EE | $2,562 | $6,636-61.4% | $7,997-68.0% | $4,212-39.2% |
| Admin fee / account holder | $1,042 | $8,568-87.8% | $13,435-92.2% | $7,344-85.8% |