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 | $9,049 | $117,983-92.3% | $101,794-91.1% | $142,382-93.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 24.82% | 36.92%-12.1pp | 30.53%-5.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,303 | $2,773-16.9% | $2,289+0.6% | $4,299-46.4% |
| Participant deferral / active EE | $6,523 | $4,714+38.4% | $4,084+59.7% | $6,507+0.2% |
| Admin fee / account holder | $1,413 | $10,433-86.5% | $8,777-83.9% | $12,624-88.8% |