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 3-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 | $7,280 | $48,795-85.1% | $65,493-88.9% | $84,808-91.4% |
| Participation rate | 79.6% | 67.0%+12.6pp | 73.1%+6.5pp | 68.3%+11.3pp |
| Annual return | 23.26% | 20.20%+3.1pp | 982.45%-959.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,038 | $1,930-46.2% | $2,574-59.7% | $2,631-60.5% |
| Participant deferral / active EE | $1,973 | $2,928-32.6% | $3,961-50.2% | $4,212-53.1% |
| Admin fee / account holder | $634 | $3,877-83.6% | $5,028-87.4% | $7,344-91.4% |