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 3-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 | $20,092 | $201,272-90.0% | $184,203-89.1% | $145,922-86.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.65% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,792 | $7,022-60.2% | $6,427-56.6% | $4,660-40.1% |
| Participant deferral / active EE | $7,609 | $9,806-22.4% | $9,131-16.7% | $6,688+13.8% |
| Admin fee / account holder | $1,920 | $16,364-88.3% | $13,901-86.2% | $13,397-85.7% |