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 | $9,383 | $117,841-92.0% | $102,423-90.8% | $145,922-93.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 15.09% | 31.65%-16.6pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,562 | $3,615-56.8% | $3,023-48.3% | $4,660-66.5% |
| Participant deferral / active EE | $3,459 | $5,731-39.6% | $5,053-31.6% | $6,688-48.3% |
| Admin fee / account holder | $585 | $13,326-95.6% | $9,451-93.8% | $13,397-95.6% |