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 | $11,766 | $117,841-90.0% | $102,423-88.5% | $145,922-91.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.30% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,344 | $3,615-62.8% | $3,023-55.5% | $4,660-71.2% |
| Participant deferral / active EE | $2,860 | $5,731-50.1% | $5,053-43.4% | $6,688-57.2% |
| Admin fee / account holder | $4,257 | $13,326-68.1% | $9,451-55.0% | $13,397-68.2% |