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 8-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 | $14,070 | $65,365-78.5% | $92,893-84.9% | $72,985-80.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.58% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,601 | $2,594-38.3% | $3,653-56.2% | $2,440-34.4% |
| Participant deferral / active EE | $3,636 | $3,128+16.2% | $4,236-14.2% | $3,607+0.8% |
| Admin fee / account holder | $651 | $4,251-84.7% | $5,794-88.8% | $5,124-87.3% |