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 | $7,292 | $74,927-90.3% | $101,794-92.8% | $84,808-91.4% |
| Participation rate | 75.8% | 61.4%+14.4pp | 69.2%+6.6pp | 68.3%+7.5pp |
| Annual return | 16.94% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,024 | $1,522-32.7% | $2,289-55.3% | $2,631-61.1% |
| Participant deferral / active EE | $1,401 | $3,099-54.8% | $4,084-65.7% | $4,212-66.7% |
| Admin fee / account holder | $644 | $6,514-90.1% | $8,777-92.7% | $7,344-91.2% |