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 6-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 | $18,683 | $81,460-77.1% | $103,333-81.9% | $80,856-76.9% |
| Participation rate | 78.1% | 66.8%+11.2pp | 74.5%+3.6pp | 67.6%+10.4pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,531 | $3,105-18.5% | $3,868-34.6% | $2,755-8.1% |
| Participant deferral / active EE | $2,593 | $3,869-33.0% | $5,057-48.7% | $4,296-39.6% |
| Admin fee / account holder | $1,395 | $6,566-78.8% | $8,355-83.3% | $6,918-79.8% |