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 | $21,111 | $87,013-75.7% | $106,213-80.1% | $80,856-73.9% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.6%+30.2pp |
| Annual return | 10.57% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $759 | $2,395-68.3% | $3,171-76.1% | $2,755-72.5% |
| Participant deferral / active EE | $3,819 | $3,986-4.2% | $5,016-23.9% | $4,296-11.1% |
| Admin fee / account holder | $3,980 | $8,431-52.8% | $11,033-63.9% | $6,918-42.5% |