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 9-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 | $17,790 | $72,277-75.4% | $101,248-82.4% | $79,858-77.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 19.13% | 22.30%-3.2pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,422 | $2,692-10.0% | $3,660-33.8% | $2,471-2.0% |
| Participant deferral / active EE | $3,521 | $3,282+7.3% | $4,370-19.4% | $3,740-5.9% |
| Admin fee / account holder | $1,733 | $4,400-60.6% | $5,945-70.9% | $5,306-67.3% |