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 7-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 | $20,281 | $78,926-74.3% | $136,749-85.2% | $84,808-76.1% |
| Participation rate | 94.9% | 62.2%+32.8pp | 72.1%+22.8pp | 68.3%+26.6pp |
| Annual return | 18.98% | 18.17%+0.8pp | 24.33%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,702 | $2,134-20.3% | $3,400-49.9% | $2,631-35.3% |
| Participant deferral / active EE | $3,254 | $3,168+2.7% | $4,692-30.6% | $4,212-22.7% |
| Admin fee / account holder | $1,698 | $6,369-73.3% | $11,386-85.1% | $7,344-76.9% |