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 | $12,272 | $81,460-84.9% | $103,333-88.1% | $80,856-84.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.61% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,587 | $3,105-48.9% | $3,868-59.0% | $2,755-42.4% |
| Participant deferral / active EE | $2,600 | $3,869-32.8% | $5,057-48.6% | $4,296-39.5% |
| Admin fee / account holder | $606 | $6,566-90.8% | $8,355-92.7% | $6,918-91.2% |