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 | $12,424 | $95,803-87.0% | $113,168-89.0% | $84,808-85.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.85% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,514 | $2,360+48.9% | $2,975+18.1% | $2,631+33.6% |
| Participant deferral / active EE | $2,639 | $4,242-37.8% | $5,107-48.3% | $4,212-37.4% |
| Admin fee / account holder | $416 | $8,989-95.4% | $12,068-96.6% | $7,344-94.3% |