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 | $24,492 | $102,317-76.1% | $146,958-83.3% | $80,856-69.7% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 17.49% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,608 | $3,713-56.7% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $3,389 | $6,644-49.0% | $8,070-58.0% | $4,296-21.1% |
| Admin fee / account holder | $539 | $7,941-93.2% | $12,998-95.9% | $6,918-92.2% |