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 3-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 | $10,340 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.70% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,721 | $4,961-65.3% | $4,693-63.3% | $4,299-60.0% |
| Participant deferral / active EE | $3,716 | $8,310-55.3% | $7,997-53.5% | $6,507-42.9% |
| Admin fee / account holder | $2,857 | $14,846-80.8% | $13,435-78.7% | $12,624-77.4% |