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 | $9,416 | $61,774-84.8% | $97,226-90.3% | $80,856-88.4% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.7%+5.1pp | 67.6%+10.1pp |
| Annual return | 20.05% | -557.90%+578.0pp | 75.13%-55.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $850 | $1,837-53.7% | $2,729-68.9% | $2,755-69.2% |
| Participant deferral / active EE | $3,689 | $3,029+21.8% | $4,264-13.5% | $4,296-14.1% |
| Admin fee / account holder | $477 | $5,166-90.8% | $5,654-91.6% | $6,918-93.1% |