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 | $26,958 | $95,803-71.9% | $113,168-76.2% | $84,808-68.2% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 19.77% | 25.00%-5.2pp | 24.27%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,211 | $2,360-6.3% | $2,975-25.7% | $2,631-16.0% |
| Participant deferral / active EE | $6,972 | $4,242+64.4% | $5,107+36.5% | $4,212+65.5% |
| Admin fee / account holder | $2,272 | $8,989-74.7% | $12,068-81.2% | $7,344-69.1% |