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 5-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 | $19,786 | $95,803-79.3% | $113,168-82.5% | $84,808-76.7% |
| Participation rate | 80.8% | 72.9%+7.9pp | 76.6%+4.2pp | 68.3%+12.5pp |
| Annual return | 15.50% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,425 | $2,360+2.8% | $2,975-18.5% | $2,631-7.8% |
| Participant deferral / active EE | $2,849 | $4,242-32.8% | $5,107-44.2% | $4,212-32.4% |
| Admin fee / account holder | $1,483 | $8,989-83.5% | $12,068-87.7% | $7,344-79.8% |