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 | $23,284 | $167,484-86.1% | $151,611-84.6% | $134,475-82.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | 28.52% | 7.80%+20.7pp | 3.33%+25.2pp | 417.96%-389.4pp |
| Employer contribution / active EE | $3,681 | $6,829-46.1% | $6,166-40.3% | $4,740-22.3% |
| Participant deferral / active EE | $6,754 | $8,986-24.8% | $8,363-19.2% | $6,400+5.5% |
| Admin fee / account holder | $3,951 | $13,783-71.3% | $11,616-66.0% | $11,426-65.4% |