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 5-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 | $28,548 | $94,625-69.8% | $116,228-75.4% | $84,808-66.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 15.13% | 20.40%-5.3pp | 90.06%-74.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,228 | $2,347-5.1% | $2,994-25.6% | $2,631-15.3% |
| Participant deferral / active EE | $4,326 | $3,972+8.9% | $4,953-12.7% | $4,212+2.7% |
| Admin fee / account holder | $1,484 | $10,091-85.3% | $11,989-87.6% | $7,344-79.8% |