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 | $8,035 | $65,561-87.7% | $91,541-91.2% | $74,304-89.2% |
| Participation rate | 98.1% | 56.6%+41.5pp | 69.8%+28.4pp | 60.3%+37.8pp |
| Annual return | 22.40% | 17.68%+4.7pp | 20.50%+1.9pp | 29.43%-7.0pp |
| Employer contribution / active EE | $1,867 | $1,717+8.7% | $2,505-25.5% | $2,241-16.7% |
| Participant deferral / active EE | $2,035 | $2,918-30.3% | $4,008-49.2% | $3,767-46.0% |
| Admin fee / account holder | $1,165 | $3,333-65.1% | $6,956-83.3% | $2,969-60.8% |