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 8-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 | $23,471 | $109,881-78.6% | $150,045-84.4% | $84,808-72.3% |
| Participation rate | 75.3% | 76.1%-0.8pp | 82.3%-7.0pp | 68.3%+7.0pp |
| Annual return | 21.09% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,916 | $3,561-46.2% | $4,693-59.2% | $2,631-27.2% |
| Participant deferral / active EE | $3,275 | $6,636-50.7% | $7,997-59.1% | $4,212-22.2% |
| Admin fee / account holder | $611 | $8,568-92.9% | $13,435-95.5% | $7,344-91.7% |