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 | $18,506 | $74,927-75.3% | $101,794-81.8% | $84,808-78.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 19.26% | 18.70%+0.6pp | 30.53%-11.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,656 | $1,522+8.8% | $2,289-27.7% | $2,631-37.1% |
| Participant deferral / active EE | $3,657 | $3,099+18.0% | $4,084-10.5% | $4,212-13.2% |
| Admin fee / account holder | $1,046 | $6,514-83.9% | $8,777-88.1% | $7,344-85.8% |