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 6-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 | $24,955 | $101,724-75.5% | $164,813-84.9% | $80,856-69.1% |
| Participation rate | 92.1% | 71.8%+20.3pp | 78.6%+13.5pp | 67.6%+24.5pp |
| Annual return | 15.82% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,154 | $2,953-27.1% | $4,341-50.4% | $2,755-21.8% |
| Participant deferral / active EE | $4,661 | $4,477+4.1% | $6,031-22.7% | $4,296+8.5% |
| Admin fee / account holder | $1,177 | $8,227-85.7% | $12,690-90.7% | $6,918-83.0% |