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 6-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 | $86,929-75.0% | $102,423-78.8% | $80,856-73.1% |
| Participation rate | 94.6% | 72.4%+22.3pp | 76.5%+18.2pp | 67.6%+27.0pp |
| Annual return | 13.80% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,337 | $2,369-43.6% | $3,023-55.8% | $2,755-51.5% |
| Participant deferral / active EE | $1,902 | $4,118-53.8% | $5,053-62.4% | $4,296-55.7% |
| Admin fee / account holder | $2,014 | $8,049-75.0% | $9,451-78.7% | $6,918-70.9% |