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 | $4,368 | $93,571-95.3% | $135,903-96.8% | $75,163-94.2% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 22.66% | 30.90%-8.2pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,534 | $3,537-56.6% | $4,856-68.4% | $2,670-42.5% |
| Participant deferral / active EE | $2,512 | $6,404-60.8% | $7,758-67.6% | $4,125-39.1% |
| Admin fee / account holder | $799 | $6,975-88.5% | $10,762-92.6% | $5,651-85.9% |