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 9-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 | $19,553 | $74,927-73.9% | $101,794-80.8% | $84,808-76.9% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 21.89% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,640 | $1,522+73.5% | $2,289+15.3% | $2,631+0.3% |
| Participant deferral / active EE | $5,760 | $3,099+85.9% | $4,084+41.0% | $4,212+36.8% |
| Admin fee / account holder | $1,469 | $6,514-77.4% | $8,777-83.3% | $7,344-80.0% |