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 8-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 | $6,422 | $65,365-90.2% | $92,893-93.1% | $72,985-91.2% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 68.89% | 42.10%+26.8pp | 109.41%-40.5pp | 81.00%-12.1pp |
| Employer contribution / active EE | $1,311 | $2,594-49.5% | $3,653-64.1% | $2,440-46.3% |
| Participant deferral / active EE | $3,141 | $3,128+0.4% | $4,236-25.8% | $3,607-12.9% |
| Admin fee / account holder | $496 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |