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 | $2,271 | $80,717-97.2% | $154,803-98.5% | $84,808-97.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 20.79% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $918 | $2,761-66.7% | $4,305-78.7% | $2,631-65.1% |
| Participant deferral / active EE | $1,473 | $3,303-55.4% | $5,540-73.4% | $4,212-65.0% |
| Admin fee / account holder | $389 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |