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 7-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 | $5,895 | $53,822-89.0% | $75,696-92.2% | $85,850-93.1% |
| Participation rate | 81.1% | 69.1%+12.1pp | 74.8%+6.3pp | 69.3%+11.8pp |
| Annual return | 16.05% | 24.54%-8.5pp | 104.53%-88.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,638 | $2,017-18.8% | $2,743-40.3% | $2,565-36.1% |
| Participant deferral / active EE | $963 | $2,895-66.7% | $3,821-74.8% | $3,952-75.6% |
| Admin fee / account holder | $387 | $3,343-88.4% | $3,619-89.3% | $6,260-93.8% |