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 | $17,841 | $74,927-76.2% | $101,794-82.5% | $84,808-79.0% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.2pp | 68.3%+29.1pp |
| Annual return | 18.10% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,592 | $1,522+4.6% | $2,289-30.5% | $2,631-39.5% |
| Participant deferral / active EE | $2,467 | $3,099-20.4% | $4,084-39.6% | $4,212-41.4% |
| Admin fee / account holder | $2,197 | $6,514-66.3% | $8,777-75.0% | $7,344-70.1% |