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 | $24,102 | $109,881-78.1% | $150,045-83.9% | $84,808-71.6% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 21.58% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,928 | $3,561-45.9% | $4,693-58.9% | $2,631-26.7% |
| Participant deferral / active EE | $7,293 | $6,636+9.9% | $7,997-8.8% | $4,212+73.2% |
| Admin fee / account holder | $420 | $8,568-95.1% | $13,435-96.9% | $7,344-94.3% |