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 4-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 | $47,310 | $227,396-79.2% | $442,409-89.3% | $116,875-59.5% |
| Participation rate | 71.4% | 85.7%-14.3pp | 88.0%-16.6pp | 74.5%-3.1pp |
| Annual return | 29.83% | 16.35%+13.5pp | 90.53%-60.7pp | 16.29%+13.5pp |
| Employer contribution / active EE | $3,400 | $5,244-35.2% | $7,697-55.8% | $3,288+3.4% |
| Participant deferral / active EE | $5,107 | $7,352-30.5% | $7,555-32.4% | $3,885+31.4% |
| Admin fee / account holder | $561 | $16,310-96.6% | $51,603-98.9% | $12,263-95.4% |