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 7-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 | $14,845 | $72,277-79.5% | $101,248-85.3% | $79,858-81.4% |
| Participation rate | 77.0% | 68.5%+8.6pp | 75.8%+1.2pp | 69.6%+7.4pp |
| Annual return | 41.70% | 22.30%+19.4pp | 46.47%-4.8pp | 31.71%+10.0pp |
| Employer contribution / active EE | $2,462 | $2,692-8.5% | $3,660-32.7% | $2,471-0.4% |
| Participant deferral / active EE | $4,886 | $3,282+48.9% | $4,370+11.8% | $3,740+30.6% |
| Admin fee / account holder | $1,626 | $4,400-63.1% | $5,945-72.7% | $5,306-69.4% |