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 | $9,037 | $140,940-93.6% | $112,229-91.9% | $139,434-93.5% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 29.80% | 32.71%-2.9pp | 30.20%-0.4pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,587 | $4,283-62.9% | $3,430-53.7% | $4,751-66.6% |
| Participant deferral / active EE | $2,667 | $5,874-54.6% | $4,798-44.4% | $6,710-60.3% |
| Admin fee / account holder | $589 | $9,954-94.1% | $7,748-92.4% | $11,403-94.8% |