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 7-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 | $27,731 | $197,591-86.0% | $177,821-84.4% | $158,922-82.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 11.92% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,564 | $6,697-76.6% | $5,918-73.6% | $4,761-67.1% |
| Participant deferral / active EE | $3,409 | $8,405-59.4% | $7,714-55.8% | $5,982-43.0% |
| Admin fee / account holder | $4,501 | $15,399-70.8% | $12,427-63.8% | $11,246-60.0% |