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 | $15,657 | $95,803-83.7% | $113,168-86.2% | $84,808-81.5% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 19.88% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,159 | $2,360-8.5% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $3,321 | $4,242-21.7% | $5,107-35.0% | $4,212-21.1% |
| Admin fee / account holder | $301 | $8,989-96.6% | $12,068-97.5% | $7,344-95.9% |