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 4-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 | $20,494 | $109,413-81.3% | $156,263-86.9% | $84,808-75.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 14.57% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,677 | $2,907-42.3% | $4,333-61.3% | $2,631-36.3% |
| Participant deferral / active EE | $3,192 | $4,590-30.4% | $6,158-48.2% | $4,212-24.2% |
| Admin fee / account holder | $3,301 | $9,357-64.7% | $14,255-76.8% | $7,344-55.1% |