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 | $16,465 | $78,926-79.1% | $136,749-88.0% | $84,808-80.6% |
| Participation rate | 92.1% | 62.2%+29.9pp | 72.1%+20.0pp | 68.3%+23.8pp |
| Annual return | 22.20% | 18.17%+4.0pp | 24.33%-2.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,880 | $2,134+81.8% | $3,400+14.1% | $2,631+47.5% |
| Participant deferral / active EE | $5,763 | $3,168+81.9% | $4,692+22.8% | $4,212+36.8% |
| Admin fee / account holder | $1,230 | $6,369-80.7% | $11,386-89.2% | $7,344-83.2% |