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 | $19,670 | $89,753-78.1% | $107,525-81.7% | $84,808-76.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 23.36% | 29.48%-6.1pp | 181.32%-158.0pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,452 | $3,113-53.4% | $3,754-61.3% | $2,631-44.8% |
| Participant deferral / active EE | $5,431 | $4,056+33.9% | $5,116+6.2% | $4,212+29.0% |
| Admin fee / account holder | $1,501 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |