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 | $16,661 | $89,753-81.4% | $107,525-84.5% | $84,808-80.4% |
| Participation rate | 77.1% | 68.1%+9.0pp | 75.1%+2.0pp | 68.3%+8.8pp |
| Annual return | 20.08% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,297 | $3,113-58.3% | $3,754-65.4% | $2,631-50.7% |
| Participant deferral / active EE | $2,461 | $4,056-39.3% | $5,116-51.9% | $4,212-41.6% |
| Admin fee / account holder | $1,148 | $7,222-84.1% | $8,919-87.1% | $7,344-84.4% |