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 | $13,626 | $81,460-83.3% | $103,333-86.8% | $80,856-83.1% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 14.68% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,050 | $3,105-34.0% | $3,868-47.0% | $2,755-25.6% |
| Participant deferral / active EE | $3,433 | $3,869-11.3% | $5,057-32.1% | $4,296-20.1% |
| Admin fee / account holder | $611 | $6,566-90.7% | $8,355-92.7% | $6,918-91.2% |