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 | $15,866 | $81,460-80.5% | $103,333-84.6% | $80,856-80.4% |
| Participation rate | 72.5% | 66.8%+5.7pp | 74.5%-2.0pp | 67.6%+4.9pp |
| Annual return | 14.97% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $879 | $3,105-71.7% | $3,868-77.3% | $2,755-68.1% |
| Participant deferral / active EE | $2,224 | $3,869-42.5% | $5,057-56.0% | $4,296-48.2% |
| Admin fee / account holder | $835 | $6,566-87.3% | $8,355-90.0% | $6,918-87.9% |