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 | $6,987 | $78,672-91.1% | $109,143-93.6% | $85,850-91.9% |
| Participation rate | 73.1% | 68.3%+4.8pp | 75.9%-2.8pp | 69.3%+3.8pp |
| Annual return | 25.58% | 25.09%+0.5pp | 25.75%-0.2pp | 318.53%-293.0pp |
| Employer contribution / active EE | $1,984 | $2,735-27.5% | $3,722-46.7% | $2,565-22.7% |
| Participant deferral / active EE | $2,472 | $3,467-28.7% | $4,653-46.9% | $3,952-37.4% |
| Admin fee / account holder | $891 | $5,469-83.7% | $6,752-86.8% | $6,260-85.8% |