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 | $4,757 | $73,933-93.6% | $96,683-95.1% | $75,163-93.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 20.97% | 26.70%-5.7pp | 35.69%-14.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,950 | $2,928-33.4% | $3,737-47.8% | $2,670-26.9% |
| Participant deferral / active EE | $2,577 | $3,659-29.6% | $4,878-47.2% | $4,125-37.5% |
| Admin fee / account holder | $438 | $5,216-91.6% | $6,730-93.5% | $5,651-92.3% |