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 | $11,667 | $109,413-89.3% | $156,263-92.5% | $84,808-86.2% |
| Participation rate | 84.8% | 72.7%+12.2pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 13.47% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $925 | $2,907-68.2% | $4,333-78.7% | $2,631-64.9% |
| Participant deferral / active EE | $2,845 | $4,590-38.0% | $6,158-53.8% | $4,212-32.5% |
| Admin fee / account holder | $1,107 | $9,357-88.2% | $14,255-92.2% | $7,344-84.9% |