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 | $16,882 | $163,101-89.6% | $136,749-87.7% | $142,382-88.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 21.66% | 27.54%-5.9pp | 24.33%-2.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,745 | $4,117-57.6% | $3,400-48.7% | $4,299-59.4% |
| Participant deferral / active EE | $1,867 | $5,585-66.6% | $4,692-60.2% | $6,507-71.3% |
| Admin fee / account holder | $1,189 | $14,318-91.7% | $11,386-89.6% | $12,624-90.6% |