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 | $7,086 | $114,381-93.8% | $107,525-93.4% | $142,382-95.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 25.78% | 242.71%-216.9pp | 181.32%-155.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,072 | $4,015-48.4% | $3,754-44.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,011 | $5,564-45.9% | $5,116-41.1% | $6,507-53.7% |
| Admin fee / account holder | $1,513 | $9,860-84.7% | $8,919-83.0% | $12,624-88.0% |