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 | $11,714 | $138,347-91.5% | $184,203-93.6% | $80,856-85.5% |
| Participation rate | 91.5% | 83.9%+7.7pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 24.46% | 20.02%+4.4pp | 28.81%-4.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,728 | $4,850-64.4% | $6,427-73.1% | $2,755-37.3% |
| Participant deferral / active EE | $4,209 | $7,071-40.5% | $9,131-53.9% | $4,296-2.0% |
| Admin fee / account holder | $721 | $10,483-93.1% | $13,901-94.8% | $6,918-89.6% |