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 | $25,559 | $86,929-70.6% | $102,423-75.0% | $80,856-68.4% |
| Participation rate | 71.2% | 72.4%-1.1pp | 76.5%-5.3pp | 67.6%+3.6pp |
| Annual return | 16.30% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,452 | $2,369-38.7% | $3,023-52.0% | $2,755-47.3% |
| Participant deferral / active EE | $2,817 | $4,118-31.6% | $5,053-44.2% | $4,296-34.4% |
| Admin fee / account holder | $4,203 | $8,049-47.8% | $9,451-55.5% | $6,918-39.2% |