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 4-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 | $5,137 | $56,053-90.8% | $75,972-93.2% | $80,856-93.6% |
| Participation rate | 85.3% | 62.0%+23.3pp | 69.1%+16.2pp | 67.6%+17.7pp |
| Annual return | 16.10% | 20.53%-4.4pp | 359.55%-343.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $808 | $1,874-56.9% | $2,685-69.9% | $2,755-70.7% |
| Participant deferral / active EE | $1,985 | $3,052-35.0% | $4,255-53.4% | $4,296-53.8% |
| Admin fee / account holder | $1,532 | $5,234-70.7% | $6,467-76.3% | $6,918-77.9% |