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 | $16,993 | $81,460-79.1% | $103,333-83.6% | $80,856-79.0% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 31.52% | 25.55%+6.0pp | 24.88%+6.6pp | 35.59%-4.1pp |
| Employer contribution / active EE | $2,079 | $3,105-33.0% | $3,868-46.2% | $2,755-24.5% |
| Participant deferral / active EE | $5,015 | $3,869+29.6% | $5,057-0.8% | $4,296+16.7% |
| Admin fee / account holder | $2,189 | $6,566-66.7% | $8,355-73.8% | $6,918-68.4% |