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 | $17,915 | $148,978-88.0% | $200,582-91.1% | $84,808-78.9% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 22.21% | 28.16%-6.0pp | 42.33%-20.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,886 | $4,815-60.8% | $6,419-70.6% | $2,631-28.3% |
| Participant deferral / active EE | $6,603 | $7,142-7.5% | $9,331-29.2% | $4,212+56.8% |
| Admin fee / account holder | $497 | $13,977-96.4% | $16,305-97.0% | $7,344-93.2% |