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 | $5,633 | $73,933-92.4% | $96,683-94.2% | $75,163-92.5% |
| Participation rate | 71.6% | 66.4%+5.2pp | 74.3%-2.8pp | 67.2%+4.4pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,951 | $2,928-33.4% | $3,737-47.8% | $2,670-26.9% |
| Participant deferral / active EE | $2,590 | $3,659-29.2% | $4,878-46.9% | $4,125-37.2% |
| Admin fee / account holder | $502 | $5,216-90.4% | $6,730-92.5% | $5,651-91.1% |