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 3-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 | $7,352 | $81,460-91.0% | $103,333-92.9% | $80,856-90.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.93% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,003 | $3,105-67.7% | $3,868-74.1% | $2,755-63.6% |
| Participant deferral / active EE | $2,895 | $3,869-25.2% | $5,057-42.8% | $4,296-32.6% |
| Admin fee / account holder | $552 | $6,566-91.6% | $8,355-93.4% | $6,918-92.0% |