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 | $10,792 | $72,277-85.1% | $101,248-89.3% | $79,858-86.5% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 41.02% | 22.30%+18.7pp | 46.47%-5.5pp | 31.71%+9.3pp |
| Employer contribution / active EE | $2,272 | $2,692-15.6% | $3,660-37.9% | $2,471-8.0% |
| Participant deferral / active EE | $4,647 | $3,282+41.6% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $1,405 | $4,400-68.1% | $5,945-76.4% | $5,306-73.5% |