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 7-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 | $16,157 | $81,460-80.2% | $103,333-84.4% | $80,856-80.0% |
| Participation rate | 84.1% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 14.70% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,698 | $3,105-13.1% | $3,868-30.2% | $2,755-2.1% |
| Participant deferral / active EE | $4,826 | $3,869+24.8% | $5,057-4.6% | $4,296+12.3% |
| Admin fee / account holder | $3,287 | $6,566-49.9% | $8,355-60.7% | $6,918-52.5% |