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 9-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 | $19,538 | $65,557-70.2% | $64,056-69.5% | $71,457-72.7% |
| Participation rate | 96.5% | 73.2%+23.3pp | 72.3%+24.2pp | 67.9%+28.5pp |
| Annual return | 16.94% | 18.94%-2.0pp | 33.69%-16.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,576 | $2,669+34.0% | $2,747+30.2% | $2,588+38.2% |
| Participant deferral / active EE | $2,258 | $3,626-37.7% | $3,880-41.8% | $4,289-47.3% |
| Admin fee / account holder | $729 | $616+18.4% | $3,068-76.2% | $1,587-54.0% |