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 | $12,430 | $109,881-88.7% | $150,045-91.7% | $84,808-85.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.08% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,146 | $3,561-67.8% | $4,693-75.6% | $2,631-56.5% |
| Participant deferral / active EE | $3,346 | $6,636-49.6% | $7,997-58.2% | $4,212-20.6% |
| Admin fee / account holder | $689 | $8,568-92.0% | $13,435-94.9% | $7,344-90.6% |