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 | $14,151 | $66,402-78.7% | $109,895-87.1% | $85,850-83.5% |
| Participation rate | 88.2% | 63.9%+24.4pp | 74.2%+14.0pp | 69.3%+18.9pp |
| Annual return | 25.54% | 19.59%+5.9pp | 29.45%-3.9pp | 318.53%-293.0pp |
| Employer contribution / active EE | $3,945 | $1,687+133.8% | $2,842+38.8% | $2,565+53.8% |
| Participant deferral / active EE | $4,157 | $2,842+46.2% | $4,048+2.7% | $3,952+5.2% |
| Admin fee / account holder | $2,050 | $4,557-55.0% | $6,066-66.2% | $6,260-67.2% |