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 | $24,454 | $86,929-71.9% | $102,423-76.1% | $80,856-69.8% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.6%+15.0pp |
| Annual return | 15.65% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,960 | $2,369-17.3% | $3,023-35.2% | $2,755-28.9% |
| Participant deferral / active EE | $5,554 | $4,118+34.8% | $5,053+9.9% | $4,296+29.3% |
| Admin fee / account holder | $1,209 | $8,049-85.0% | $9,451-87.2% | $6,918-82.5% |