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 | $18,429 | $81,460-77.4% | $103,333-82.2% | $80,856-77.2% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 13.50% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,693 | $3,105+115.5% | $3,868+73.0% | $2,755+143.0% |
| Participant deferral / active EE | $3,687 | $3,869-4.7% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $2,650 | $6,566-59.6% | $8,355-68.3% | $6,918-61.7% |