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 | $20,780 | $201,272-89.7% | $184,203-88.7% | $145,922-85.8% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 32.08% | 29.00%+3.1pp | 28.81%+3.3pp | 561.29%-529.2pp |
| Employer contribution / active EE | $3,533 | $7,022-49.7% | $6,427-45.0% | $4,660-24.2% |
| Participant deferral / active EE | $8,543 | $9,806-12.9% | $9,131-6.4% | $6,688+27.7% |
| Admin fee / account holder | $1,646 | $16,364-89.9% | $13,901-88.2% | $13,397-87.7% |