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 | $3,740 | $110,257-96.6% | $96,544-96.1% | $139,434-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.22% | 26.32%+2.9pp | 25.84%+3.4pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,403 | $3,620-61.2% | $2,965-52.7% | $4,751-70.5% |
| Participant deferral / active EE | $1,819 | $5,548-67.2% | $4,851-62.5% | $6,710-72.9% |
| Admin fee / account holder | $668 | $11,591-94.2% | $8,252-91.9% | $11,403-94.1% |