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 4-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 | $5,802 | $80,968-92.8% | $96,544-94.0% | $75,163-92.3% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 20.49% | 27.06%-6.6pp | 25.84%-5.4pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,699 | $2,282-25.5% | $2,965-42.7% | $2,670-36.4% |
| Participant deferral / active EE | $2,495 | $3,928-36.5% | $4,851-48.6% | $4,125-39.5% |
| Admin fee / account holder | $1,670 | $6,724-75.2% | $8,252-79.8% | $5,651-70.4% |