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 | $8,591 | $117,983-92.7% | $101,794-91.6% | $142,382-94.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.70% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,425 | $2,773-48.6% | $2,289-37.7% | $4,299-66.9% |
| Participant deferral / active EE | $1,425 | $4,714-69.8% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $958 | $10,433-90.8% | $8,777-89.1% | $12,624-92.4% |