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 8-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 | $25,753 | $95,803-73.1% | $113,168-77.2% | $84,808-69.6% |
| Participation rate | 86.6% | 72.9%+13.7pp | 76.6%+10.0pp | 68.3%+18.3pp |
| Annual return | 22.73% | 25.00%-2.3pp | 24.27%-1.5pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,369 | $2,360-42.0% | $2,975-54.0% | $2,631-48.0% |
| Participant deferral / active EE | $3,219 | $4,242-24.1% | $5,107-37.0% | $4,212-23.6% |
| Admin fee / account holder | $3,047 | $8,989-66.1% | $12,068-74.8% | $7,344-58.5% |