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 | $4,048 | $57,016-92.9% | $84,966-95.2% | $80,856-95.0% |
| Participation rate | 82.1% | 56.3%+25.7pp | 67.5%+14.6pp | 67.6%+14.4pp |
| Annual return | 33.79% | 21.66%+12.1pp | 66.38%-32.6pp | 35.59%-1.8pp |
| Employer contribution / active EE | $950 | $1,798-47.2% | $2,727-65.2% | $2,755-65.5% |
| Participant deferral / active EE | $1,446 | $3,110-53.5% | $4,519-68.0% | $4,296-66.3% |
| Admin fee / account holder | $699 | $4,980-86.0% | $6,149-88.6% | $6,918-89.9% |