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 3-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 | $12,762 | $81,460-84.3% | $103,333-87.6% | $80,856-84.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.49% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,776 | $3,105-42.8% | $3,868-54.1% | $2,755-35.5% |
| Participant deferral / active EE | $3,526 | $3,869-8.9% | $5,057-30.3% | $4,296-17.9% |
| Admin fee / account holder | $475 | $6,566-92.8% | $8,355-94.3% | $6,918-93.1% |