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 3-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 | $8,056 | $109,881-92.7% | $150,045-94.6% | $84,808-90.5% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 25.80% | 28.25%-2.4pp | 62.55%-36.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,358 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $2,630 | $6,636-60.4% | $7,997-67.1% | $4,212-37.5% |
| Admin fee / account holder | $790 | $8,568-90.8% | $13,435-94.1% | $7,344-89.2% |