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 3-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 | $6,052 | $48,795-87.6% | $65,493-90.8% | $84,808-92.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 21.76% | 20.20%+1.6pp | 982.45%-960.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,260 | $1,930-34.7% | $2,574-51.1% | $2,631-52.1% |
| Participant deferral / active EE | $3,627 | $2,928+23.9% | $3,961-8.4% | $4,212-13.9% |
| Admin fee / account holder | $640 | $3,877-83.5% | $5,028-87.3% | $7,344-91.3% |