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 | $1,694 | $85,022-98.0% | $70,515-97.6% | $139,434-98.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 25.08% | 30.38%-5.3pp | 32.77%-7.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,145 | $3,909-70.7% | $2,973-61.5% | $4,751-75.9% |
| Participant deferral / active EE | $1,640 | $5,890-72.2% | $4,567-64.1% | $6,710-75.6% |
| Admin fee / account holder | $632 | $8,906-92.9% | $6,412-90.1% | $11,403-94.5% |