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 | $13,548 | $71,050-80.9% | $93,606-85.5% | $80,856-83.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.36% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,817 | $1,564+16.2% | $2,420-24.9% | $2,755-34.0% |
| Participant deferral / active EE | $3,519 | $4,034-12.8% | $4,411-20.2% | $4,296-18.1% |
| Admin fee / account holder | $3,223 | $6,945-53.6% | $8,285-61.1% | $6,918-53.4% |