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 | $8,412 | $79,944-89.5% | $98,439-91.5% | $75,163-88.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.2%+0.8pp | 67.2%+8.8pp |
| Annual return | 29.20% | 19.75%+9.5pp | 21.16%+8.0pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,603 | $2,264-29.2% | $3,048-47.4% | $2,670-39.9% |
| Participant deferral / active EE | $3,263 | $3,752-13.0% | $4,738-31.1% | $4,125-20.9% |
| Admin fee / account holder | $1,140 | $6,840-83.3% | $8,948-87.3% | $5,651-79.8% |