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 | $22,801 | $109,881-79.2% | $150,045-84.8% | $84,808-73.1% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,004 | $3,561-71.8% | $4,693-78.6% | $2,631-61.8% |
| Participant deferral / active EE | $3,136 | $6,636-52.7% | $7,997-60.8% | $4,212-25.5% |
| Admin fee / account holder | $418 | $8,568-95.1% | $13,435-96.9% | $7,344-94.3% |