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 | $18,582 | $95,803-80.6% | $113,168-83.6% | $84,808-78.1% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 21.19% | 25.00%-3.8pp | 24.27%-3.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,545 | $2,360+7.8% | $2,975-14.5% | $2,631-3.3% |
| Participant deferral / active EE | $5,374 | $4,242+26.7% | $5,107+5.2% | $4,212+27.6% |
| Admin fee / account holder | $880 | $8,989-90.2% | $12,068-92.7% | $7,344-88.0% |