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 | $7,930 | $51,576-84.6% | $129,207-93.9% | $80,856-90.2% |
| Participation rate | 78.7% | 57.0%+21.7pp | 69.6%+9.1pp | 67.6%+11.1pp |
| Annual return | 14.18% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,889 | $1,584+19.3% | $4,153-54.5% | $2,755-31.4% |
| Participant deferral / active EE | $2,627 | $2,669-1.6% | $4,168-37.0% | $4,296-38.9% |
| Admin fee / account holder | $501 | $4,305-88.4% | $7,715-93.5% | $6,918-92.8% |