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 | $32,897 | $95,803-65.7% | $113,168-70.9% | $84,808-61.2% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 19.43% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,217 | $2,360-6.0% | $2,975-25.5% | $2,631-15.7% |
| Participant deferral / active EE | $3,925 | $4,242-7.5% | $5,107-23.1% | $4,212-6.8% |
| Admin fee / account holder | $624 | $8,989-93.1% | $12,068-94.8% | $7,344-91.5% |