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 | $3,436 | $117,983-97.1% | $101,794-96.6% | $142,382-97.6% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 25.88% | 36.92%-11.0pp | 30.53%-4.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $732 | $2,773-73.6% | $2,289-68.0% | $4,299-83.0% |
| Participant deferral / active EE | $1,160 | $4,714-75.4% | $4,084-71.6% | $6,507-82.2% |
| Admin fee / account holder | $407 | $10,433-96.1% | $8,777-95.4% | $12,624-96.8% |