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 | $12,051 | $94,625-87.3% | $116,228-89.6% | $84,808-85.8% |
| Participation rate | 88.1% | 70.4%+17.6pp | 74.6%+13.5pp | 68.3%+19.7pp |
| Annual return | 22.08% | 20.40%+1.7pp | 90.06%-68.0pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,058 | $2,347-12.3% | $2,994-31.3% | $2,631-21.8% |
| Participant deferral / active EE | $3,344 | $3,972-15.8% | $4,953-32.5% | $4,212-20.6% |
| Admin fee / account holder | $491 | $10,091-95.1% | $11,989-95.9% | $7,344-93.3% |