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 | $9,415 | $74,927-87.4% | $101,794-90.8% | $84,808-88.9% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.5pp |
| Annual return | 17.67% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,416 | $3,099-22.0% | $4,084-40.8% | $4,212-42.6% |
| Admin fee / account holder | $1,995 | $6,514-69.4% | $8,777-77.3% | $7,344-72.8% |