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 | $8,853 | $71,050-87.5% | $93,606-90.5% | $80,856-89.1% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.6%+22.7pp |
| Annual return | 15.29% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $822 | $1,564-47.5% | $2,420-66.0% | $2,755-70.2% |
| Participant deferral / active EE | $2,258 | $4,034-44.0% | $4,411-48.8% | $4,296-47.4% |
| Admin fee / account holder | $1,605 | $6,945-76.9% | $8,285-80.6% | $6,918-76.8% |