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 | $28,625 | $122,239-76.6% | $184,203-84.5% | $74,495-61.6% |
| Participation rate | 92.2% | 85.5%+6.8pp | 86.8%+5.4pp | 67.2%+25.0pp |
| Annual return | 32.82% | 19.95%+12.9pp | 28.81%+4.0pp | 1364.94%-1332.1pp |
| Employer contribution / active EE | $4,761 | $4,537+4.9% | $6,427-25.9% | $2,623+81.5% |
| Participant deferral / active EE | $8,285 | $7,139+16.1% | $9,131-9.3% | $4,346+90.6% |
| Admin fee / account holder | $1,877 | $1,260+49.0% | $13,901-86.5% | $1,942-3.4% |