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 | $9,638 | $133,922-92.8% | $116,228-91.7% | $142,382-93.2% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 26.81% | 147.76%-121.0pp | 90.06%-63.3pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,217 | $3,446-64.7% | $2,994-59.3% | $4,299-71.7% |
| Participant deferral / active EE | $3,637 | $5,672-35.9% | $4,953-26.6% | $6,507-44.1% |
| Admin fee / account holder | $549 | $14,945-96.3% | $11,989-95.4% | $12,624-95.7% |