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 | $5,756 | $60,022-90.4% | $88,946-93.5% | $84,808-93.2% |
| Participation rate | 74.2% | 57.8%+16.4pp | 68.8%+5.3pp | 68.3%+5.9pp |
| Annual return | 18.08% | 22.43%-4.4pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $890 | $1,703-47.7% | $2,555-65.2% | $2,631-66.2% |
| Participant deferral / active EE | $1,226 | $3,114-60.6% | $4,581-73.2% | $4,212-70.9% |
| Admin fee / account holder | $882 | $4,811-81.7% | $8,261-89.3% | $7,344-88.0% |