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 7-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 | $13,956 | $78,422-82.2% | $95,952-85.5% | $79,858-82.5% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 20.35% | 19.37%+1.0pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,412 | $1,945-27.4% | $2,541-44.4% | $2,471-42.8% |
| Participant deferral / active EE | $2,344 | $3,440-31.9% | $4,167-43.7% | $3,740-37.3% |
| Admin fee / account holder | $1,156 | $5,622-79.4% | $6,795-83.0% | $5,306-78.2% |