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 7-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 | $31,641 | $138,347-77.1% | $184,203-82.8% | $80,856-60.9% |
| Participation rate | 83.7% | 83.9%-0.2pp | 86.8%-3.1pp | 67.6%+16.1pp |
| Annual return | 14.51% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,568 | $4,850-5.8% | $6,427-28.9% | $2,755+65.8% |
| Participant deferral / active EE | $6,072 | $7,071-14.1% | $9,131-33.5% | $4,296+41.3% |
| Admin fee / account holder | $2,125 | $10,483-79.7% | $13,901-84.7% | $6,918-69.3% |