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 | $16,249 | $73,933-78.0% | $96,683-83.2% | $75,163-78.4% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 21.16% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,062 | $2,928+38.7% | $3,737+8.7% | $2,670+52.1% |
| Participant deferral / active EE | $2,633 | $3,659-28.0% | $4,878-46.0% | $4,125-36.2% |
| Admin fee / account holder | $1,740 | $5,216-66.6% | $6,730-74.1% | $5,651-69.2% |