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 | $15,603 | $78,926-80.2% | $136,749-88.6% | $84,808-81.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.61% | 18.17%-1.6pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,631 | $2,134-23.6% | $3,400-52.0% | $2,631-38.0% |
| Participant deferral / active EE | $3,412 | $3,168+7.7% | $4,692-27.3% | $4,212-19.0% |
| Admin fee / account holder | $6,613 | $6,369+3.8% | $11,386-41.9% | $7,344-9.9% |