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 9-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 | $20,726 | $72,492-71.4% | $87,100-76.2% | $72,985-71.6% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 29.98% | 24.46%+5.5pp | 28.19%+1.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $656 | $1,894-65.4% | $2,521-74.0% | $2,440-73.1% |
| Participant deferral / active EE | $3,301 | $3,270+1.0% | $4,049-18.5% | $3,607-8.5% |
| Admin fee / account holder | $2,057 | $5,055-59.3% | $7,497-72.6% | $5,124-59.8% |