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 | $2,576 | $77,899-96.7% | $149,673-98.3% | $75,163-96.6% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 32.44% | 31.72%+0.7pp | 134.42%-102.0pp | 160.62%-128.2pp |
| Employer contribution / active EE | $936 | $3,137-70.2% | $4,818-80.6% | $2,670-64.9% |
| Participant deferral / active EE | $1,060 | $3,411-68.9% | $5,680-81.3% | $4,125-74.3% |
| Admin fee / account holder | $419 | $5,956-93.0% | $13,210-96.8% | $5,651-92.6% |