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 | $24,198 | $87,135-72.2% | $206,214-88.3% | $116,875-79.3% |
| Participation rate | 71.4% | 76.8%-5.4pp | 82.4%-10.9pp | 74.5%-3.1pp |
| Annual return | 29.80% | 22.51%+7.3pp | -1.60%+31.4pp | 16.29%+13.5pp |
| Employer contribution / active EE | $2,676 | $3,046-12.2% | $5,967-55.2% | $3,288-18.6% |
| Participant deferral / active EE | $1,694 | $3,898-56.6% | $4,649-63.6% | $3,885-56.4% |
| Admin fee / account holder | $1,889 | $8,630-78.1% | $13,671-86.2% | $12,263-84.6% |