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 | $3,805 | $80,717-95.3% | $154,803-97.5% | $84,808-95.5% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 21.71% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,195 | $2,761-56.7% | $4,305-72.2% | $2,631-54.6% |
| Participant deferral / active EE | $1,301 | $3,303-60.6% | $5,540-76.5% | $4,212-69.1% |
| Admin fee / account holder | $502 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |