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 6-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 | $3,725 | $77,899-95.2% | $149,673-97.5% | $75,163-95.0% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 27.92% | 31.72%-3.8pp | 134.42%-106.5pp | 160.62%-132.7pp |
| Employer contribution / active EE | $2,122 | $3,137-32.4% | $4,818-56.0% | $2,670-20.5% |
| Participant deferral / active EE | $2,527 | $3,411-25.9% | $5,680-55.5% | $4,125-38.7% |
| Admin fee / account holder | $690 | $5,956-88.4% | $13,210-94.8% | $5,651-87.8% |