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 | $9,943 | $177,572-94.4% | $154,803-93.6% | $142,382-93.0% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 37.80% | 65.07%-27.3pp | 58.88%-21.1pp | 217.08%-179.3pp |
| Employer contribution / active EE | $1,091 | $4,810-77.3% | $4,305-74.7% | $4,299-74.6% |
| Participant deferral / active EE | $4,026 | $6,272-35.8% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $4,074 | $16,786-75.7% | $14,329-71.6% | $12,624-67.7% |