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 | $7,759 | $89,753-91.4% | $107,525-92.8% | $84,808-90.9% |
| Participation rate | 84.3% | 68.1%+16.2pp | 75.1%+9.2pp | 68.3%+16.0pp |
| Annual return | 22.22% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,431 | $3,113-54.0% | $3,754-61.9% | $2,631-45.6% |
| Participant deferral / active EE | $2,773 | $4,056-31.6% | $5,116-45.8% | $4,212-34.2% |
| Admin fee / account holder | $1,573 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |