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 | $3,107 | $51,175-93.9% | $70,515-95.6% | $75,163-95.9% |
| Participation rate | 89.7% | 60.9%+28.7pp | 68.3%+21.3pp | 67.2%+22.5pp |
| Annual return | 22.80% | 30.02%-7.2pp | 32.77%-10.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $694 | $1,826-62.0% | $2,973-76.7% | $2,670-74.0% |
| Participant deferral / active EE | $2,071 | $2,849-27.3% | $4,567-54.6% | $4,125-49.8% |
| Admin fee / account holder | $392 | $4,091-90.4% | $6,412-93.9% | $5,651-93.1% |