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 | $6,394 | $111,754-94.3% | $103,333-93.8% | $145,922-95.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.53% | 24.77%-10.2pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,668 | $4,212-60.4% | $3,868-56.9% | $4,660-64.2% |
| Participant deferral / active EE | $2,823 | $5,619-49.8% | $5,057-44.2% | $6,688-57.8% |
| Admin fee / account holder | $525 | $9,750-94.6% | $8,355-93.7% | $13,397-96.1% |