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 | $7,912 | $80,673-90.2% | $101,326-92.2% | $84,808-90.7% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 24.67% | 38.95%-14.3pp | 36.82%-12.1pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,770 | $2,698-34.4% | $3,665-51.7% | $2,631-32.7% |
| Participant deferral / active EE | $3,689 | $6,840-46.1% | $7,994-53.9% | $4,212-12.4% |
| Admin fee / account holder | $996 | $12,784-92.2% | $11,185-91.1% | $7,344-86.4% |