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 | $5,179 | $80,717-93.6% | $154,803-96.7% | $84,808-93.9% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 23.78% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,746 | $2,761-36.8% | $4,305-59.4% | $2,631-33.6% |
| Participant deferral / active EE | $3,756 | $3,303+13.7% | $5,540-32.2% | $4,212-10.8% |
| Admin fee / account holder | $638 | $6,746-90.5% | $14,329-95.5% | $7,344-91.3% |