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 7-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 | $14,257 | $76,367-81.3% | $93,606-84.8% | $72,985-80.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.94% | 25.82%-3.9pp | 32.76%-10.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,082 | $2,275-8.5% | $2,718-23.4% | $2,440-14.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $482 | $6,838-93.0% | $7,888-93.9% | $5,124-90.6% |