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 5-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 | $22,200 | $109,881-79.8% | $150,045-85.2% | $84,808-73.8% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 19.40% | 28.25%-8.8pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,514 | $3,561-29.4% | $4,693-46.4% | $2,631-4.5% |
| Participant deferral / active EE | $4,186 | $6,636-36.9% | $7,997-47.7% | $4,212-0.6% |
| Admin fee / account holder | $2,599 | $8,568-69.7% | $13,435-80.7% | $7,344-64.6% |