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 | $6,775 | $110,261-93.9% | $95,745-92.9% | $139,434-95.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.04% | 27.11%-2.1pp | 28.35%-3.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $930 | $3,257-71.5% | $2,835-67.2% | $4,751-80.4% |
| Participant deferral / active EE | $2,349 | $4,676-49.8% | $4,245-44.7% | $6,710-65.0% |
| Admin fee / account holder | $337 | $6,613-94.9% | $5,678-94.1% | $11,403-97.0% |