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 | $22,827 | $109,881-79.2% | $150,045-84.8% | $84,808-73.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 36.98% | 28.25%+8.7pp | 62.55%-25.6pp | 40.90%-3.9pp |
| Employer contribution / active EE | $2,270 | $3,561-36.3% | $4,693-51.6% | $2,631-13.7% |
| Participant deferral / active EE | $4,537 | $6,636-31.6% | $7,997-43.3% | $4,212+7.7% |
| Admin fee / account holder | $4,684 | $8,568-45.3% | $13,435-65.1% | $7,344-36.2% |