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 8-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 | $20,502 | $78,672-73.9% | $109,143-81.2% | $85,850-76.1% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 16.64% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,186 | $2,735-56.6% | $3,722-68.1% | $2,565-53.8% |
| Participant deferral / active EE | $3,073 | $3,467-11.4% | $4,653-34.0% | $3,952-22.2% |
| Admin fee / account holder | $753 | $5,469-86.2% | $6,752-88.8% | $6,260-88.0% |