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 7-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 | $21,758 | $78,422-72.3% | $95,952-77.3% | $79,858-72.8% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 31.13% | 19.37%+11.8pp | 91.61%-60.5pp | 31.71%-0.6pp |
| Employer contribution / active EE | $1,995 | $1,945+2.6% | $2,541-21.5% | $2,471-19.3% |
| Participant deferral / active EE | $3,243 | $3,440-5.7% | $4,167-22.2% | $3,740-13.3% |
| Admin fee / account holder | $1,150 | $5,622-79.5% | $6,795-83.1% | $5,306-78.3% |