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 5-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 | $6,607 | $106,515-93.8% | $96,683-93.2% | $139,434-95.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 26.90% | 38.43%-11.5pp | 35.69%-8.8pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,035 | $4,103-74.8% | $3,737-72.3% | $4,751-78.2% |
| Participant deferral / active EE | $1,463 | $5,454-73.2% | $4,878-70.0% | $6,710-78.2% |
| Admin fee / account holder | $338 | $7,877-95.7% | $6,730-95.0% | $11,403-97.0% |