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 5-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 | $7,691 | $61,272-87.4% | $149,673-94.9% | $71,457-89.2% |
| Participation rate | 93.0% | 62.5%+30.5pp | 78.8%+14.2pp | 67.9%+25.1pp |
| Annual return | 19.32% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,702 | $2,917+26.9% | $5,680-34.8% | $4,289-13.7% |
| Admin fee / account holder | $2,462 | $1,261+95.2% | $13,210-81.4% | $1,587+55.1% |