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 | $7,308 | $60,892-88.0% | $82,389-91.1% | $84,808-91.4% |
| Participation rate | 78.6% | 63.3%+15.3pp | 69.5%+9.0pp | 68.3%+10.3pp |
| Annual return | 19.94% | 37.29%-17.4pp | 28.67%-8.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $711 | $1,779-60.1% | $2,517-71.8% | $2,631-73.0% |
| Participant deferral / active EE | $2,448 | $3,179-23.0% | $4,155-41.1% | $4,212-41.9% |
| Admin fee / account holder | $2,876 | $5,467-47.4% | $7,231-60.2% | $7,344-60.8% |