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 3-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 | $10,331 | $81,460-87.3% | $103,333-90.0% | $80,856-87.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 34.98% | 25.55%+9.4pp | 24.88%+10.1pp | 35.59%-0.6pp |
| Employer contribution / active EE | $2,037 | $3,105-34.4% | $3,868-47.3% | $2,755-26.1% |
| Participant deferral / active EE | $2,904 | $3,869-24.9% | $5,057-42.6% | $4,296-32.4% |
| Admin fee / account holder | $748 | $6,566-88.6% | $8,355-91.0% | $6,918-89.2% |