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 | $4,958 | $60,892-91.9% | $82,389-94.0% | $84,808-94.2% |
| Participation rate | 77.4% | 63.3%+14.2pp | 69.5%+7.9pp | 68.3%+9.1pp |
| Annual return | 21.79% | 37.29%-15.5pp | 28.67%-6.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $701 | $1,779-60.6% | $2,517-72.2% | $2,631-73.4% |
| Participant deferral / active EE | $3,097 | $3,179-2.6% | $4,155-25.5% | $4,212-26.5% |
| Admin fee / account holder | $833 | $5,467-84.8% | $7,231-88.5% | $7,344-88.7% |