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 | $28,878 | $95,803-69.9% | $113,168-74.5% | $84,808-65.9% |
| Participation rate | 82.2% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+13.9pp |
| Annual return | 23.09% | 25.00%-1.9pp | 24.27%-1.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,465 | $2,360+4.5% | $2,975-17.1% | $2,631-6.3% |
| Participant deferral / active EE | $5,287 | $4,242+24.6% | $5,107+3.5% | $4,212+25.5% |
| Admin fee / account holder | $453 | $8,989-95.0% | $12,068-96.2% | $7,344-93.8% |