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 | $8,549 | $177,572-95.2% | $154,803-94.5% | $142,382-94.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $950 | $4,810-80.2% | $4,305-77.9% | $4,299-77.9% |
| Participant deferral / active EE | $2,668 | $6,272-57.5% | $5,540-51.8% | $6,507-59.0% |
| Admin fee / account holder | $1,679 | $16,786-90.0% | $14,329-88.3% | $12,624-86.7% |