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 | $19,623 | $86,929-77.4% | $102,423-80.8% | $80,856-75.7% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 14.97% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,960 | $2,369-17.3% | $3,023-35.2% | $2,755-28.9% |
| Participant deferral / active EE | $4,457 | $4,118+8.2% | $5,053-11.8% | $4,296+3.8% |
| Admin fee / account holder | $1,454 | $8,049-81.9% | $9,451-84.6% | $6,918-79.0% |