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 4-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 | $16,247 | $93,571-82.6% | $135,903-88.0% | $75,163-78.4% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 22.32% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,381 | $3,537-32.7% | $4,856-51.0% | $2,670-10.8% |
| Participant deferral / active EE | $5,273 | $6,404-17.7% | $7,758-32.0% | $4,125+27.8% |
| Admin fee / account holder | $1,607 | $6,975-77.0% | $10,762-85.1% | $5,651-71.6% |