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 6-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 | $27,315 | $78,422-65.2% | $95,952-71.5% | $79,858-65.8% |
| Participation rate | 79.5% | 73.5%+6.0pp | 77.1%+2.4pp | 69.6%+9.8pp |
| Annual return | 19.51% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,940 | $1,945-0.3% | $2,541-23.7% | $2,471-21.5% |
| Participant deferral / active EE | $2,569 | $3,440-25.3% | $4,167-38.4% | $3,740-31.3% |
| Admin fee / account holder | $950 | $5,622-83.1% | $6,795-86.0% | $5,306-82.1% |