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 4-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 | $7,740 | $80,968-90.4% | $96,544-92.0% | $75,163-89.7% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 30.28% | 27.06%+3.2pp | 25.84%+4.4pp | 160.62%-130.3pp |
| Employer contribution / active EE | $1,253 | $2,282-45.1% | $2,965-57.7% | $2,670-53.1% |
| Participant deferral / active EE | $2,458 | $3,928-37.4% | $4,851-49.3% | $4,125-40.4% |
| Admin fee / account holder | $1,115 | $6,724-83.4% | $8,252-86.5% | $5,651-80.3% |