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 | $6,985 | $86,929-92.0% | $102,423-93.2% | $80,856-91.4% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 15.03% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,019 | $2,369-57.0% | $3,023-66.3% | $2,755-63.0% |
| Participant deferral / active EE | $3,790 | $4,118-8.0% | $5,053-25.0% | $4,296-11.8% |
| Admin fee / account holder | $661 | $8,049-91.8% | $9,451-93.0% | $6,918-90.4% |