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 9-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 | $4,291 | $95,193-95.5% | $76,523-94.4% | $135,375-96.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | 1.78% | 4.85%-3.1pp | -0.27%+2.1pp | 519.73%-518.0pp |
| Employer contribution / active EE | $1,181 | $3,302-64.2% | $2,647-55.4% | $4,779-75.3% |
| Participant deferral / active EE | $1,302 | $4,639-71.9% | $3,835-66.1% | $5,609-76.8% |
| Admin fee / account holder | $2,063 | $6,249-67.0% | $4,848-57.5% | $10,827-80.9% |