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 6-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 | $21,064 | $71,883-70.7% | $86,677-75.7% | $68,494-69.2% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.8pp |
| Annual return | 8.93% | 3.52%+5.4pp | 35.91%-27.0pp | -7.84%+16.8pp |
| Employer contribution / active EE | $4,873 | $2,173+124.3% | $2,836+71.8% | $2,596+87.7% |
| Participant deferral / active EE | $9,571 | $3,779+153.3% | $4,656+105.6% | $4,027+137.7% |
| Admin fee / account holder | $425 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |