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 | $13,304 | $64,480-79.4% | $81,382-83.7% | $80,856-83.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.58% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $906 | $1,978-54.2% | $2,463-63.2% | $2,755-67.1% |
| Participant deferral / active EE | $4,321 | $3,094+39.7% | $3,883+11.3% | $4,296+0.6% |
| Admin fee / account holder | $1,516 | $5,671-73.3% | $5,768-73.7% | $6,918-78.1% |