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 | $9,016 | $177,572-94.9% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 27.27% | 65.07%-37.8pp | 58.88%-31.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,046 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $2,529 | $6,272-59.7% | $5,540-54.4% | $6,507-61.1% |
| Admin fee / account holder | $646 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |