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 5-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 | $13,642 | $59,107-76.9% | $86,436-84.2% | $68,494-80.1% |
| Participation rate | 92.0% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | 13.73% | -0.23%+14.0pp | 4394.89%-4381.2pp | -7.84%+21.6pp |
| Employer contribution / active EE | $2,016 | $2,519-20.0% | $3,769-46.5% | $2,596-22.4% |
| Participant deferral / active EE | $5,148 | $5,901-12.8% | $6,952-26.0% | $4,027+27.8% |
| Admin fee / account holder | $312 | $5,637-94.5% | $6,731-95.4% | $5,403-94.2% |