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 | $19,770 | $109,881-82.0% | $150,045-86.8% | $84,808-76.7% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 37.17% | 28.25%+8.9pp | 62.55%-25.4pp | 40.90%-3.7pp |
| Employer contribution / active EE | $2,541 | $3,561-28.6% | $4,693-45.9% | $2,631-3.4% |
| Participant deferral / active EE | $4,357 | $6,636-34.3% | $7,997-45.5% | $4,212+3.5% |
| Admin fee / account holder | $951 | $8,568-88.9% | $13,435-92.9% | $7,344-87.0% |