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 4-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 | $6,007 | $77,899-92.3% | $149,673-96.0% | $75,163-92.0% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+5.0pp | 67.2%+16.5pp |
| Annual return | 18.43% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $715 | $3,137-77.2% | $4,818-85.2% | $2,670-73.2% |
| Participant deferral / active EE | $1,068 | $3,411-68.7% | $5,680-81.2% | $4,125-74.1% |
| Admin fee / account holder | $630 | $5,956-89.4% | $13,210-95.2% | $5,651-88.9% |