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 | $8,646 | $105,126-91.8% | $94,646-90.9% | $139,434-93.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $702 | $4,106-82.9% | $3,672-80.9% | $4,751-85.2% |
| Participant deferral / active EE | $3,510 | $7,599-53.8% | $7,418-52.7% | $6,710-47.7% |
| Admin fee / account holder | $2,584 | $8,984-71.2% | $7,231-64.3% | $11,403-77.3% |