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 9-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 | $18,511 | $77,813-76.2% | $123,544-85.0% | $64,186-71.2% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | 1.10% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $2,303 | $3,014-23.6% | $4,628-50.2% | $2,381-3.3% |
| Participant deferral / active EE | $5,052 | $5,240-3.6% | $6,426-21.4% | $3,470+45.6% |
| Admin fee / account holder | $1,828 | $5,519-66.9% | $9,284-80.3% | $4,888-62.6% |