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 | $11,139 | $127,065-91.2% | $113,168-90.2% | $142,382-92.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 29.02% | 24.03%+5.0pp | 24.27%+4.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,028 | $3,442-41.1% | $2,975-31.8% | $4,299-52.8% |
| Participant deferral / active EE | $2,838 | $5,716-50.4% | $5,107-44.4% | $6,507-56.4% |
| Admin fee / account holder | $546 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |