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 | $7,876 | $95,803-91.8% | $113,168-93.0% | $84,808-90.7% |
| Participation rate | 86.8% | 72.9%+13.9pp | 76.6%+10.2pp | 68.3%+18.5pp |
| Annual return | 19.05% | 25.00%-6.0pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,695 | $2,360-28.2% | $2,975-43.0% | $2,631-35.6% |
| Participant deferral / active EE | $2,335 | $4,242-45.0% | $5,107-54.3% | $4,212-44.6% |
| Admin fee / account holder | $2,473 | $8,989-72.5% | $12,068-79.5% | $7,344-66.3% |