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 | $14,373 | $74,927-80.8% | $101,794-85.9% | $84,808-83.1% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.2%+28.1pp | 68.3%+29.0pp |
| Annual return | 19.09% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,995 | $1,522+96.8% | $2,289+30.8% | $2,631+13.8% |
| Participant deferral / active EE | $3,173 | $3,099+2.4% | $4,084-22.3% | $4,212-24.7% |
| Admin fee / account holder | $470 | $6,514-92.8% | $8,777-94.6% | $7,344-93.6% |