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 | $33,621 | $109,413-69.3% | $156,263-78.5% | $84,808-60.4% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 13.25% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,484 | $2,907-14.5% | $4,333-42.7% | $2,631-5.6% |
| Participant deferral / active EE | $5,545 | $4,590+20.8% | $6,158-10.0% | $4,212+31.7% |
| Admin fee / account holder | $4,549 | $9,357-51.4% | $14,255-68.1% | $7,344-38.1% |