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 | $4,791 | $80,717-94.1% | $154,803-96.9% | $84,808-94.4% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 26.01% | 37.96%-11.9pp | 58.88%-32.9pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,264 | $2,761-54.2% | $4,305-70.6% | $2,631-52.0% |
| Participant deferral / active EE | $2,352 | $3,303-28.8% | $5,540-57.6% | $4,212-44.2% |
| Admin fee / account holder | $811 | $6,746-88.0% | $14,329-94.3% | $7,344-89.0% |