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 | $26,243 | $148,978-82.4% | $200,582-86.9% | $84,808-69.1% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 24.50% | 28.16%-3.7pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,055 | $4,815-57.3% | $6,419-68.0% | $2,631-21.9% |
| Participant deferral / active EE | $4,191 | $7,142-41.3% | $9,331-55.1% | $4,212-0.5% |
| Admin fee / account holder | $2,050 | $13,977-85.3% | $16,305-87.4% | $7,344-72.1% |