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 | $6,226 | $60,892-89.8% | $82,389-92.4% | $84,808-92.7% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 22.15% | 37.29%-15.1pp | 28.67%-6.5pp | 40.90%-18.7pp |
| Employer contribution / active EE | $760 | $1,779-57.3% | $2,517-69.8% | $2,631-71.1% |
| Participant deferral / active EE | $2,035 | $3,179-36.0% | $4,155-51.0% | $4,212-51.7% |
| Admin fee / account holder | $1,623 | $5,467-70.3% | $7,231-77.6% | $7,344-77.9% |