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 | $18,610 | $74,927-75.2% | $101,794-81.7% | $84,808-78.1% |
| Participation rate | 81.4% | 61.4%+20.0pp | 69.2%+12.2pp | 68.3%+13.0pp |
| Annual return | 21.20% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $644 | $1,522-57.7% | $2,289-71.8% | $2,631-75.5% |
| Participant deferral / active EE | $4,749 | $3,099+53.2% | $4,084+16.3% | $4,212+12.8% |
| Admin fee / account holder | $1,273 | $6,514-80.5% | $8,777-85.5% | $7,344-82.7% |