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 | $8,845 | $68,719-87.1% | $91,541-90.3% | $84,808-89.6% |
| Participation rate | 90.6% | 64.5%+26.1pp | 69.8%+20.9pp | 68.3%+22.3pp |
| Annual return | 23.30% | 19.12%+4.2pp | 20.50%+2.8pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,095 | $1,920-43.0% | $2,505-56.3% | $2,631-58.4% |
| Participant deferral / active EE | $1,991 | $3,136-36.5% | $4,008-50.3% | $4,212-52.7% |
| Admin fee / account holder | $306 | $5,786-94.7% | $6,956-95.6% | $7,344-95.8% |