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 | $3,700 | $59,097-93.7% | $82,389-95.5% | $74,304-95.0% |
| Participation rate | 76.7% | 52.8%+23.9pp | 69.5%+7.1pp | 60.3%+16.3pp |
| Annual return | 24.90% | 22.85%+2.1pp | 28.67%-3.8pp | 29.43%-4.5pp |
| Employer contribution / active EE | $570 | $1,601-64.4% | $2,517-77.4% | $2,241-74.6% |
| Participant deferral / active EE | $1,351 | $2,775-51.3% | $4,155-67.5% | $3,767-64.1% |
| Admin fee / account holder | $891 | $4,489-80.2% | $7,231-87.7% | $2,969-70.0% |