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 6-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 | $5,002 | $81,248-93.8% | $155,509-96.8% | $80,856-93.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 19.40% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,028 | $3,100-66.8% | $4,672-78.0% | $2,755-62.7% |
| Participant deferral / active EE | $2,000 | $3,452-42.1% | $5,626-64.5% | $4,296-53.4% |
| Admin fee / account holder | $567 | $7,997-92.9% | $15,912-96.4% | $6,918-91.8% |