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 | $4,863 | $72,012-93.2% | $185,823-97.4% | $79,858-93.9% |
| Participation rate | 84.4% | 65.8%+18.6pp | 78.0%+6.3pp | 69.6%+14.7pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,232 | $1,965-37.3% | $4,087-69.8% | $2,471-50.1% |
| Participant deferral / active EE | $3,560 | $3,779-5.8% | $5,632-36.8% | $3,740-4.8% |
| Admin fee / account holder | $477 | $4,513-89.4% | $9,500-95.0% | $5,306-91.0% |