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 | $7,646 | $91,552-91.6% | $133,956-94.3% | $79,858-90.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 21.72% | 61.85%-40.1pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,239 | $2,384-48.0% | $3,919-68.4% | $2,471-49.9% |
| Participant deferral / active EE | $3,465 | $3,733-7.2% | $5,048-31.4% | $3,740-7.4% |
| Admin fee / account holder | $608 | $6,321-90.4% | $8,927-93.2% | $5,306-88.5% |