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 10-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 | $19,699 | $72,492-72.8% | $87,100-77.4% | $72,985-73.0% |
| Participation rate | 98.6% | 72.8%+25.7pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 18.48% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $590 | $1,894-68.9% | $2,521-76.6% | $2,440-75.8% |
| Participant deferral / active EE | $3,209 | $3,270-1.8% | $4,049-20.7% | $3,607-11.0% |
| Admin fee / account holder | $535 | $5,055-89.4% | $7,497-92.9% | $5,124-89.6% |