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 | $8,244 | $177,572-95.4% | $154,803-94.7% | $142,382-94.2% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 64.57% | 65.07%-0.5pp | 58.88%+5.7pp | 217.08%-152.5pp |
| Employer contribution / active EE | $1,702 | $4,810-64.6% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $2,613 | $6,272-58.3% | $5,540-52.8% | $6,507-59.8% |
| Admin fee / account holder | $586 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |