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 | $28,683 | $94,625-69.7% | $116,228-75.3% | $84,808-66.2% |
| Participation rate | 88.1% | 70.4%+17.6pp | 74.6%+13.5pp | 68.3%+19.7pp |
| Annual return | 36.44% | 20.40%+16.0pp | 90.06%-53.6pp | 40.90%-4.5pp |
| Employer contribution / active EE | $2,369 | $2,347+0.9% | $2,994-20.9% | $2,631-10.0% |
| Participant deferral / active EE | $4,836 | $3,972+21.8% | $4,953-2.4% | $4,212+14.8% |
| Admin fee / account holder | $1,135 | $10,091-88.8% | $11,989-90.5% | $7,344-84.5% |