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 5-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 | $7,239 | $63,355-88.6% | $91,989-92.1% | $72,985-90.1% |
| Participation rate | 70.7% | 72.5%-1.8pp | 78.6%-7.9pp | 69.5%+1.2pp |
| Annual return | 67.97% | 35.35%+32.6pp | 69.02%-1.0pp | 81.00%-13.0pp |
| Employer contribution / active EE | $1,319 | $2,116-37.7% | $3,452-61.8% | $2,440-45.9% |
| Participant deferral / active EE | $3,578 | $4,883-26.7% | $5,923-39.6% | $3,607-0.8% |
| Admin fee / account holder | $544 | $4,668-88.4% | $7,743-93.0% | $5,124-89.4% |