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 | $16,860 | $78,926-78.6% | $136,749-87.7% | $84,808-80.1% |
| Participation rate | 82.4% | 62.2%+20.2pp | 72.1%+10.2pp | 68.3%+14.0pp |
| Annual return | 26.31% | 18.17%+8.1pp | 24.33%+2.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $2,004 | $2,134-6.1% | $3,400-41.1% | $2,631-23.8% |
| Participant deferral / active EE | $3,129 | $3,168-1.3% | $4,692-33.3% | $4,212-25.7% |
| Admin fee / account holder | $1,407 | $6,369-77.9% | $11,386-87.6% | $7,344-80.8% |