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 | $9,067 | $89,753-89.9% | $107,525-91.6% | $84,808-89.3% |
| Participation rate | 87.2% | 68.1%+19.1pp | 75.1%+12.1pp | 68.3%+18.9pp |
| Annual return | 20.67% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,000 | $3,113-67.9% | $3,754-73.3% | $2,631-62.0% |
| Participant deferral / active EE | $2,329 | $4,056-42.6% | $5,116-54.5% | $4,212-44.7% |
| Admin fee / account holder | $571 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |