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 | $14,235 | $72,277-80.3% | $101,248-85.9% | $79,858-82.2% |
| Participation rate | 71.7% | 68.5%+3.3pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 28.47% | 22.30%+6.2pp | 46.47%-18.0pp | 31.71%-3.2pp |
| Employer contribution / active EE | $1,969 | $2,692-26.8% | $3,660-46.2% | $2,471-20.3% |
| Participant deferral / active EE | $2,822 | $3,282-14.0% | $4,370-35.4% | $3,740-24.6% |
| Admin fee / account holder | $1,628 | $4,400-63.0% | $5,945-72.6% | $5,306-69.3% |