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 | $26,135 | $95,803-72.7% | $113,168-76.9% | $84,808-69.2% |
| Participation rate | 80.2% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+11.9pp |
| Annual return | 21.09% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,038 | $2,360-13.7% | $2,975-31.5% | $2,631-22.5% |
| Participant deferral / active EE | $3,810 | $4,242-10.2% | $5,107-25.4% | $4,212-9.5% |
| Admin fee / account holder | $1,592 | $8,989-82.3% | $12,068-86.8% | $7,344-78.3% |