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 4-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 | $7,806 | $81,248-90.4% | $155,509-95.0% | $80,856-90.3% |
| Participation rate | 73.9% | 66.2%+7.6pp | 78.2%-4.3pp | 67.6%+6.2pp |
| Annual return | 21.15% | 33.31%-12.2pp | 64.67%-43.5pp | 35.59%-14.4pp |
| Employer contribution / active EE | $382 | $3,100-87.7% | $4,672-91.8% | $2,755-86.1% |
| Participant deferral / active EE | $1,706 | $3,452-50.6% | $5,626-69.7% | $4,296-60.3% |
| Admin fee / account holder | $1,105 | $7,997-86.2% | $15,912-93.1% | $6,918-84.0% |