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 | $26,767 | $86,929-69.2% | $102,423-73.9% | $80,856-66.9% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.6%+24.5pp |
| Annual return | 38.62% | 18.88%+19.7pp | 29.32%+9.3pp | 35.59%+3.0pp |
| Employer contribution / active EE | $4,299 | $2,369+81.4% | $3,023+42.2% | $2,755+56.1% |
| Participant deferral / active EE | $4,515 | $4,118+9.6% | $5,053-10.7% | $4,296+5.1% |
| Admin fee / account holder | $2,059 | $8,049-74.4% | $9,451-78.2% | $6,918-70.2% |