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 | $16,945 | $109,881-84.6% | $150,045-88.7% | $84,808-80.0% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 26.51% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $2,678 | $3,561-24.8% | $4,693-42.9% | $2,631+1.8% |
| Participant deferral / active EE | $4,307 | $6,636-35.1% | $7,997-46.1% | $4,212+2.3% |
| Admin fee / account holder | $3,423 | $8,568-60.0% | $13,435-74.5% | $7,344-53.4% |