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 | $7,630 | $89,753-91.5% | $107,525-92.9% | $84,808-91.0% |
| Participation rate | 89.8% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.5pp |
| Annual return | 21.15% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,442 | $3,113-53.7% | $3,754-61.6% | $2,631-45.2% |
| Participant deferral / active EE | $2,870 | $4,056-29.2% | $5,116-43.9% | $4,212-31.8% |
| Admin fee / account holder | $516 | $7,222-92.9% | $8,919-94.2% | $7,344-93.0% |