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 8-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 | $28,754 | $86,286-66.7% | $111,297-74.2% | $85,850-66.5% |
| Participation rate | 84.1% | 73.3%+10.7pp | 77.3%+6.7pp | 69.3%+14.7pp |
| Annual return | 28.82% | 19.99%+8.8pp | 54.65%-25.8pp | 318.53%-289.7pp |
| Employer contribution / active EE | $1,960 | $2,043-4.1% | $2,731-28.2% | $2,565-23.6% |
| Participant deferral / active EE | $3,632 | $3,641-0.2% | $4,487-19.1% | $3,952-8.1% |
| Admin fee / account holder | $365 | $8,188-95.5% | $7,964-95.4% | $6,260-94.2% |