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 | $3,950 | $82,882-95.2% | $127,761-96.9% | $72,985-94.6% |
| Participation rate | 79.5% | 71.5%+8.0pp | 79.0%+0.5pp | 69.5%+10.0pp |
| Annual return | 20.62% | 32.20%-11.6pp | 26.14%-5.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,211 | $3,346-63.8% | $4,574-73.5% | $2,440-50.4% |
| Participant deferral / active EE | $2,520 | $4,791-47.4% | $6,021-58.1% | $3,607-30.1% |
| Admin fee / account holder | $1,211 | $6,487-81.3% | $9,395-87.1% | $5,124-76.4% |