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 5-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 | $20,555 | $81,460-74.8% | $103,333-80.1% | $80,856-74.6% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 13.42% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,967 | $3,105-36.7% | $3,868-49.2% | $2,755-28.6% |
| Participant deferral / active EE | $3,385 | $3,869-12.5% | $5,057-33.1% | $4,296-21.2% |
| Admin fee / account holder | $1,390 | $6,566-78.8% | $8,355-83.4% | $6,918-79.9% |