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 | $14,542 | $100,326-85.5% | $180,183-91.9% | $84,808-82.9% |
| Participation rate | 70.5% | 71.0%-0.6pp | 77.4%-7.0pp | 68.3%+2.1pp |
| Annual return | 25.48% | 17.86%+7.6pp | 27.86%-2.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,128 | $3,269-34.9% | $5,039-57.8% | $2,631-19.1% |
| Participant deferral / active EE | $2,924 | $5,066-42.3% | $6,822-57.1% | $4,212-30.6% |
| Admin fee / account holder | $825 | $9,674-91.5% | $19,975-95.9% | $7,344-88.8% |