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 6-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 | $13,567 | $81,460-83.3% | $103,333-86.9% | $80,856-83.2% |
| Participation rate | 81.7% | 66.8%+14.8pp | 74.5%+7.2pp | 67.6%+14.0pp |
| Annual return | 11.42% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,391 | $3,105-55.2% | $3,868-64.0% | $2,755-49.5% |
| Participant deferral / active EE | $3,060 | $3,869-20.9% | $5,057-39.5% | $4,296-28.8% |
| Admin fee / account holder | $1,634 | $6,566-75.1% | $8,355-80.4% | $6,918-76.4% |