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 3-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 | $20,322 | $109,881-81.5% | $150,045-86.5% | $84,808-76.0% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 34.32% | 28.25%+6.1pp | 62.55%-28.2pp | 40.90%-6.6pp |
| Employer contribution / active EE | $4,330 | $3,561+21.6% | $4,693-7.7% | $2,631+64.6% |
| Participant deferral / active EE | $10,659 | $6,636+60.6% | $7,997+33.3% | $4,212+153.1% |
| Admin fee / account holder | $2,148 | $8,568-74.9% | $13,435-84.0% | $7,344-70.8% |