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 9-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 | $8,090 | $54,762-85.2% | $90,281-91.0% | $72,985-88.9% |
| Participation rate | 93.8% | 65.1%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 33.89% | 30.63%+3.3pp | 78.10%-44.2pp | 81.00%-47.1pp |
| Employer contribution / active EE | $1,659 | $2,092-20.7% | $2,854-41.9% | $2,440-32.0% |
| Participant deferral / active EE | $2,083 | $2,887-27.9% | $3,885-46.4% | $3,607-42.3% |
| Admin fee / account holder | $406 | $3,972-89.8% | $5,351-92.4% | $5,124-92.1% |