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 | $7,366 | $48,795-84.9% | $65,493-88.8% | $84,808-91.3% |
| Participation rate | 77.3% | 67.0%+10.3pp | 73.1%+4.2pp | 68.3%+9.0pp |
| Annual return | 19.99% | 20.20%-0.2pp | 982.45%-962.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $869 | $1,930-55.0% | $2,574-66.2% | $2,631-67.0% |
| Participant deferral / active EE | $1,779 | $2,928-39.3% | $3,961-55.1% | $4,212-57.8% |
| Admin fee / account holder | $428 | $3,877-89.0% | $5,028-91.5% | $7,344-94.2% |