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 | $3,657 | $111,754-96.7% | $103,333-96.5% | $145,922-97.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 32.74% | 24.77%+8.0pp | 24.88%+7.9pp | 561.29%-528.5pp |
| Employer contribution / active EE | $2,482 | $4,212-41.1% | $3,868-35.8% | $4,660-46.7% |
| Participant deferral / active EE | $3,262 | $5,619-41.9% | $5,057-35.5% | $6,688-51.2% |
| Admin fee / account holder | $895 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |