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 | $18,277 | $81,460-77.6% | $103,333-82.3% | $80,856-77.4% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 15.59% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,555 | $3,105-49.9% | $3,868-59.8% | $2,755-43.6% |
| Participant deferral / active EE | $2,498 | $3,869-35.4% | $5,057-50.6% | $4,296-41.8% |
| Admin fee / account holder | $1,275 | $6,566-80.6% | $8,355-84.7% | $6,918-81.6% |