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 | $12,501 | $238,490-94.8% | $180,183-93.1% | $142,382-91.2% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 18.02% | 33.56%-15.5pp | 27.86%-9.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,694 | $6,143-72.4% | $5,039-66.4% | $4,299-60.6% |
| Participant deferral / active EE | $3,182 | $7,996-60.2% | $6,822-53.4% | $6,507-51.1% |
| Admin fee / account holder | $1,199 | $28,866-95.8% | $19,975-94.0% | $12,624-90.5% |