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 | $4,328 | $49,915-91.3% | $154,803-97.2% | $74,304-94.2% |
| Participation rate | 87.0% | 54.0%+33.0pp | 78.1%+8.9pp | 60.3%+26.7pp |
| Annual return | 44.38% | 34.06%+10.3pp | 58.88%-14.5pp | 29.43%+15.0pp |
| Employer contribution / active EE | $1,130 | $1,611-29.9% | $4,305-73.8% | $2,241-49.6% |
| Participant deferral / active EE | $1,852 | $2,255-17.9% | $5,540-66.6% | $3,767-50.8% |
| Admin fee / account holder | $964 | $2,189-55.9% | $14,329-93.3% | $2,969-67.5% |