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 5-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 | $12,676 | $101,724-87.5% | $164,813-92.3% | $80,856-84.3% |
| Participation rate | 92.1% | 71.8%+20.3pp | 78.6%+13.5pp | 67.6%+24.5pp |
| Annual return | 11.47% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,137 | $2,953-27.7% | $4,341-50.8% | $2,755-22.4% |
| Participant deferral / active EE | $3,029 | $4,477-32.3% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $2,028 | $8,227-75.3% | $12,690-84.0% | $6,918-70.7% |