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 | $9,521 | $77,899-87.8% | $149,673-93.6% | $75,163-87.3% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 26.43% | 31.72%-5.3pp | 134.42%-108.0pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,693 | $3,137-46.1% | $4,818-64.9% | $2,670-36.6% |
| Participant deferral / active EE | $2,894 | $3,411-15.1% | $5,680-49.0% | $4,125-29.8% |
| Admin fee / account holder | $1,837 | $5,956-69.2% | $13,210-86.1% | $5,651-67.5% |