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 | $11,269 | $86,929-87.0% | $102,423-89.0% | $80,856-86.1% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 23.94% | 18.88%+5.1pp | 29.32%-5.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $2,088 | $2,369-11.9% | $3,023-30.9% | $2,755-24.2% |
| Participant deferral / active EE | $3,403 | $4,118-17.4% | $5,053-32.6% | $4,296-20.8% |
| Admin fee / account holder | $1,195 | $8,049-85.2% | $9,451-87.4% | $6,918-82.7% |