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 | $21,760 | $89,753-75.8% | $107,525-79.8% | $84,808-74.3% |
| Participation rate | 73.8% | 68.1%+5.7pp | 75.1%-1.3pp | 68.3%+5.5pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,040 | $3,113-66.6% | $3,754-72.3% | $2,631-60.5% |
| Participant deferral / active EE | $2,225 | $4,056-45.2% | $5,116-56.5% | $4,212-47.2% |
| Admin fee / account holder | $1,179 | $7,222-83.7% | $8,919-86.8% | $7,344-84.0% |