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 8-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 | $15,819 | $72,492-78.2% | $87,100-81.8% | $72,985-78.3% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 27.46% | 24.46%+3.0pp | 28.19%-0.7pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,603 | $1,894+37.4% | $2,521+3.2% | $2,440+6.7% |
| Participant deferral / active EE | $4,082 | $3,270+24.8% | $4,049+0.8% | $3,607+13.2% |
| Admin fee / account holder | $894 | $5,055-82.3% | $7,497-88.1% | $5,124-82.5% |